Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-91
| Closed | -$3.6K | – | 913 |
|
|
2024
Q1 | $3.6K | Buy |
+91
| New | +$3.6K | ﹤0.01% | 717 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$170 | – | 933 |
|
|
2023
Q3 | $170 | Buy |
+5
| New | +$170 | ﹤0.01% | 731 |
|
|
2020
Q4 | – | Sell |
-1,153
| Closed | -$41K | – | 1041 |
|
|
2020
Q3 | $41K | Hold |
1,153
| – | – | 0.01% | 353 |
|
|
2020
Q2 | $40K | Sell |
1,153
-290
| -20% | -$10.1K | 0.02% | 319 |
|
|
2020
Q1 | $45K | Sell |
1,443
-159
| -10% | -$4.96K | 0.02% | 271 |
|
|
2019
Q4 | $62K | Sell |
1,602
-772
| -33% | -$29.9K | 0.02% | 291 |
|
|
2019
Q3 | $93K | Hold |
2,374
| – | – | 0.03% | 248 |
|
|
2019
Q2 | $87K | Hold |
2,374
| – | – | 0.03% | 239 |
|
|
2019
Q1 | $86K | Buy |
2,374
+818
| +53% | +$29.6K | 0.03% | 235 |
|
|
2018
Q4 | $48K | Buy |
1,556
+450
| +41% | +$13.9K | 0.02% | 296 |
|
|
2018
Q3 | $36K | Hold |
1,106
| – | – | 0.01% | 356 |
|
|
2018
Q2 | $36K | Sell |
1,106
-135
| -11% | -$4.39K | 0.02% | 399 |
|
|
2018
Q1 | $39K | Buy |
1,241
+179
| +17% | +$5.63K | 0.02% | 401 |
|
|
2017
Q4 | $35K | Hold |
1,062
| – | – | 0.02% | 412 |
|
|
2017
Q3 | $34K | Hold |
1,062
| – | – | 0.02% | 388 |
|
|
2017
Q2 | $34K | Hold |
1,062
| – | – | 0.02% | 385 |
|
|
2017
Q1 | $34K | Sell |
1,062
-9
| -0.8% | -$288 | 0.02% | 380 |
|
|
2016
Q4 | $33K | Buy |
1,071
+192
| +22% | +$5.92K | 0.02% | 398 |
|
|
2016
Q3 | $29K | Buy |
+879
| New | +$29K | 0.02% | 412 |
|