Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,478
| Closed | -$271K | – | 113 |
|
|
2025
Q1 | $271K | Sell |
6,478
-506
| -7% | -$21.2K | 0.14% | 70 |
|
|
2024
Q4 | $284K | Buy |
+6,984
| New | +$284K | 0.15% | 71 |
|
|
2022
Q1 | – | Sell |
-51,241
| Closed | -$2.66M | – | 113 |
|
|
2021
Q4 | $2.66M | Buy |
51,241
+3,557
| +7% | +$184K | 2.05% | 17 |
|
|
2021
Q3 | $2.12M | Sell |
47,684
-124
| -0.3% | -$5.51K | 1.86% | 18 |
|
|
2021
Q2 | $2.12M | Buy |
+47,808
| New | +$2.12M | 1.82% | 16 |
|