MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-265
| Closed | -$10K | – | 572 |
|
|
2021
Q1 | $10K | Buy |
265
+1
| +0.4% | +$38 | ﹤0.01% | 294 |
|
|
2020
Q4 | $9K | Buy |
264
+102
| +63% | +$3.48K | ﹤0.01% | 315 |
|
|
2020
Q3 | $6K | Buy |
162
+1
| +0.6% | +$37 | ﹤0.01% | 270 |
|
|
2020
Q2 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-146
| Closed | -$5K | – | 352 |
|
|
2017
Q2 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 330 |
|