MCM
MontVue Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
13,142
-259
| -2% | -$10.7K | 0.39% | 36 |
|
|
2025
Q1 | $561K | Sell |
13,401
-89
| -0.7% | -$3.73K | 0.45% | 34 |
|
|
2024
Q4 | $549K | Sell |
13,490
-84
| -0.6% | -$3.42K | 0.42% | 35 |
|
|
2024
Q3 | $606K | Sell |
13,574
-114
| -0.8% | -$5.09K | 0.47% | 34 |
|
|
2024
Q2 | $526K | Buy |
13,688
+207
| +2% | +$7.95K | 0.42% | 36 |
|
|
2024
Q1 | $533K | Buy |
13,481
+141
| +1% | +$5.57K | 0.47% | 32 |
|
|
2023
Q4 | $534K | Buy |
+13,340
| New | +$534K | 0.51% | 31 |
|