MWM
Merriman Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-158,722
| Closed | -$6.27M | – | 218 |
|
|
2024
Q1 | $6.27M | Sell |
158,722
-3,986
| -2% | -$158K | 0.28% | 40 |
|
|
2023
Q4 | $6.52M | Buy |
+162,708
| New | +$6.52M | 0.32% | 35 |
|
|
2020
Q3 | – | Sell |
-184,613
| Closed | -$6.43M | – | 174 |
|
|
2020
Q2 | $6.43M | Buy |
+184,613
| New | +$6.43M | 1.02% | 29 |
|