MWPCG
Measured Wealth Private Client Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,856
| Closed | -$216K | – | 184 |
|
|
2022
Q4 | $216K | Sell |
5,856
-34,812
| -86% | -$1.29M | 0.09% | 156 |
|
|
2022
Q3 | $1.46M | Buy |
40,668
+16,414
| +68% | +$591K | 0.65% | 25 |
|
|
2022
Q2 | $991K | Sell |
24,254
-46,505
| -66% | -$1.9M | 0.44% | 36 |
|
|
2022
Q1 | $3.42M | Buy |
70,759
+10,501
| +17% | +$507K | 1.26% | 15 |
|
|
2021
Q4 | $3.12M | Buy |
60,258
+3,130
| +5% | +$162K | 1.1% | 16 |
|
|
2021
Q3 | $2.54M | Buy |
+57,128
| New | +$2.54M | 0.98% | 17 |
|