Oliver Lagore Vanvalin Investment Group’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
Q2 | $62 | Buy |
+1
| New | +$62 | ﹤0.01% | 641 |
|
|
2024
Q4 | $60 | Sell |
1
-2
| -67% | -$120 | ﹤0.01% | 668 |
|
|
2024
Q3 | $133 | Hold |
3
| – | – | ﹤0.01% | 659 |
|
|
2024
Q2 | $114 | Hold |
3
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $116 | Sell |
3
-16
| -84% | -$619 | ﹤0.01% | 703 |
|
|
2023
Q4 | $768 | Sell |
19
-5
| -21% | -$202 | ﹤0.01% | 666 |
|
|
2023
Q3 | $805 | Sell |
24
-1
| -4% | -$34 | ﹤0.01% | 736 |
|
|
2023
Q2 | $927 | Sell |
25
-821
| -97% | -$30.4K | ﹤0.01% | 694 |
|
|
2023
Q1 | $31.6K | Sell |
846
-141
| -14% | -$5.27K | 0.01% | 229 |
|
|
2022
Q4 | $36.4K | Sell |
987
-543
| -35% | -$20.1K | 0.02% | 210 |
|
|
2022
Q3 | $55K | Sell |
1,530
-164,893
| -99% | -$5.93M | 0.04% | 160 |
|
|
2022
Q2 | $6.8M | Buy |
166,423
+6,202
| +4% | +$253K | 3.97% | 6 |
|
|
2022
Q1 | $7.73M | Sell |
160,221
-120,959
| -43% | -$5.84M | 5.18% | 3 |
|
|
2021
Q4 | $14.6M | Buy |
+281,180
| New | +$14.6M | 1.04% | 16 |
|