Moulton Wealth Management’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 |
-11,754
| Closed | -$478K | – | 50 |
|
|
2024
Q4 | $478K | Buy |
11,754
+6,159
| +110% | +$250K | 0.37% | 35 |
|
|
2024
Q3 | $243K | Buy |
+5,595
| New | +$243K | 0.2% | 39 |
|
|
2022
Q1 | – | Sell |
-67,506
| Closed | -$3.46M | – | 28 |
|
|
2021
Q4 | $3.46M | Sell |
67,506
-706
| -1% | -$36.2K | 2.53% | 12 |
|
|
2021
Q3 | $3.07M | Sell |
68,212
-52,587
| -44% | -$2.36M | 2.29% | 14 |
|
|
2021
Q2 | $5.36M | Sell |
120,799
-21,519
| -15% | -$954K | 3.91% | 10 |
|
|
2021
Q1 | $5.75M | Buy |
+142,318
| New | +$5.75M | 4.34% | 13 |
|