Pinnacle Family 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 | $272K | Buy |
+6,565
| New | +$272K | 0.13% | 105 |
|
|
2025
Q1 | – | Sell |
-17,815
| Closed | -$725K | – | 129 |
|
|
2024
Q4 | $725K | Sell |
17,815
-1,940
| -10% | -$78.9K | 0.35% | 52 |
|
|
2024
Q3 | $882K | Buy |
+19,755
| New | +$882K | 0.46% | 47 |
|
|
2024
Q2 | – | Sell |
-16,398
| Closed | -$648K | – | 127 |
|
|
2024
Q1 | $648K | Buy |
+16,398
| New | +$648K | 0.35% | 47 |
|
|
2023
Q3 | – | Sell |
-14,307
| Closed | -$539K | – | 108 |
|
|
2023
Q2 | $539K | Buy |
+14,307
| New | +$539K | 0.29% | 59 |
|