Money Concepts Capital’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,206
| Closed | -$212K | – | 446 |
|
|
2024
Q4 | $212K | Buy |
+5,206
| New | +$212K | 0.02% | 386 |
|
|
2024
Q1 | – | Sell |
-24,938
| Closed | -$999K | – | 413 |
|
|
2023
Q4 | $999K | Buy |
+24,938
| New | +$999K | 0.09% | 208 |
|
|
2023
Q1 | – | Sell |
-10,698
| Closed | -$395K | – | 2947 |
|
|
2022
Q4 | $395K | Buy |
+10,698
| New | +$395K | 0.02% | 488 |
|
|
2022
Q2 | – | Sell |
-7,538
| Closed | -$364K | – | 2650 |
|
|
2022
Q1 | $364K | Buy |
7,538
+713
| +10% | +$34.4K | 0.02% | 523 |
|
|
2021
Q4 | $354K | Buy |
+6,825
| New | +$354K | 0.03% | 366 |
|
|
2021
Q1 | – | Sell |
-125
| Closed | -$5K | – | 775 |
|
|
2020
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 621 |
|