PCS
Personal CFO Solutions’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 | $898K | Buy |
+21,684
| New | +$898K | 0.17% | 129 |
|
|
2025
Q1 | – | Sell |
-26,353
| Closed | -$1.07M | – | 498 |
|
|
2024
Q4 | $1.07M | Buy |
26,353
+7,138
| +37% | +$290K | 0.21% | 99 |
|
|
2024
Q3 | $858K | Buy |
19,215
+406
| +2% | +$18.1K | 0.12% | 177 |
|
|
2024
Q2 | $722K | Sell |
18,809
-350
| -2% | -$13.4K | 0.11% | 181 |
|
|
2024
Q1 | $757K | Sell |
19,159
-3,813
| -17% | -$151K | 0.12% | 178 |
|
|
2023
Q4 | $920K | Buy |
+22,972
| New | +$920K | 0.16% | 132 |
|
|
2022
Q2 | – | Sell |
-27,486
| Closed | -$1.33M | – | 501 |
|
|
2022
Q1 | $1.33M | Buy |
27,486
+2,102
| +8% | +$102K | 0.26% | 72 |
|
|
2021
Q4 | $1.32M | Sell |
25,384
-1,812
| -7% | -$93.9K | 0.25% | 78 |
|
|
2021
Q3 | $1.21M | Buy |
27,196
+2,798
| +11% | +$124K | 0.25% | 86 |
|
|
2021
Q2 | $1.08M | Sell |
24,398
-2,798
| -10% | -$124K | 0.22% | 87 |
|
|
2021
Q1 | $1.07M | Buy |
+27,196
| New | +$1.07M | 0.23% | 88 |
|
|
2020
Q1 | – | Sell |
-32,596
| Closed | -$1.26M | – | 383 |
|
|
2019
Q4 | $1.26M | Sell |
32,596
-1,661
| -5% | -$64.2K | 0.36% | 59 |
|
|
2019
Q3 | $1.35M | Buy |
+34,257
| New | +$1.35M | 0.54% | 35 |
|