Paladin Advisory 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 | $2.63M | Sell |
63,617
-726
| -1% | -$30.1K | 2.01% | 16 |
|
|
2025
Q1 | $2.69M | Buy |
64,343
+1,201
| +2% | +$50.3K | 2.15% | 16 |
|
|
2024
Q4 | $2.57M | Sell |
63,142
-476
| -0.7% | -$19.4K | 1.97% | 19 |
|
|
2024
Q3 | $2.84M | Sell |
63,618
-3,890
| -6% | -$174K | 2.1% | 18 |
|
|
2024
Q2 | $2.57M | Sell |
67,508
-11,369
| -14% | -$432K | 2% | 19 |
|
|
2024
Q1 | $3.06M | Buy |
78,877
+7
| +0% | +$272 | 2.42% | 12 |
|
|
2023
Q4 | $3.16M | Buy |
78,870
+8,805
| +13% | +$353K | 2.61% | 11 |
|
|
2023
Q3 | $2.39M | Hold |
70,065
| – | – | 2.01% | 17 |
|
|
2023
Q2 | $2.64M | Sell |
70,065
-17,092
| -20% | -$644K | 2.12% | 15 |
|
|
2023
Q1 | $3.26M | Buy |
+87,157
| New | +$3.26M | 2.71% | 9 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 271 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 277 |
|
|
2022
Q2 | – | Sell |
-89,297
| Closed | -$4.4M | – | 278 |
|
|
2022
Q1 | $4.4M | Buy |
+89,297
| New | +$4.4M | 3.58% | 4 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 269 |
|