PWM
Palumbo Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
81,941
-3,491
| -4% | -$145K | 1.05% | 22 |
|
|
2025
Q1 | $3.58M | Buy |
85,432
+3,147
| +4% | +$132K | 1.2% | 22 |
|
|
2024
Q4 | $3.35M | Buy |
82,285
+2,968
| +4% | +$121K | 1.25% | 19 |
|
|
2024
Q3 | $3.54M | Sell |
79,317
-7
| -0% | -$313 | 1.38% | 17 |
|
|
2024
Q2 | $3.05M | Buy |
79,324
+21,933
| +38% | +$842K | 1.29% | 19 |
|
|
2024
Q1 | $2.27M | Buy |
+57,391
| New | +$2.27M | 1.02% | 25 |
|