Premier Path Wealth Partners’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 | $1.99M | Buy |
48,155
+2,930
| +6% | +$121K | 0.28% | 82 |
|
|
2025
Q1 | $1.89M | Sell |
45,225
-1,185
| -3% | -$49.6K | 0.29% | 81 |
|
|
2024
Q4 | $1.89M | Buy |
46,410
+2,653
| +6% | +$108K | 0.29% | 81 |
|
|
2024
Q3 | $1.95M | Sell |
43,757
-989
| -2% | -$44.2K | 0.31% | 78 |
|
|
2024
Q2 | $1.72M | Buy |
44,746
+846
| +2% | +$32.5K | 0.29% | 83 |
|
|
2024
Q1 | $1.74M | Buy |
43,900
+7,642
| +21% | +$302K | 0.33% | 78 |
|
|
2023
Q4 | $1.47M | Buy |
+36,258
| New | +$1.47M | 0.33% | 73 |
|