Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 756 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 780 |
|
|
2021
Q3 | – | Sell |
-66
| Closed | -$3K | – | 927 |
|
|
2021
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 852 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 833 |
|
|
2020
Q3 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 818 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4K | – | 966 |
|
|
2019
Q4 | $4K | Sell |
100
-200
| -67% | -$8K | ﹤0.01% | 865 |
|
|
2019
Q3 | $12K | Sell |
300
-100
| -25% | -$4K | ﹤0.01% | 768 |
|
|
2019
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 725 |
|
|
2019
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 754 |
|
|
2018
Q4 | $12K | Sell |
400
-27
| -6% | -$810 | ﹤0.01% | 734 |
|
|
2018
Q3 | $14K | Hold |
427
| – | – | ﹤0.01% | 798 |
|
|
2018
Q2 | $14K | Hold |
427
| – | – | ﹤0.01% | 802 |
|
|
2018
Q1 | $13K | Buy |
+427
| New | +$13K | ﹤0.01% | 790 |
|