Principle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,761
| Closed | -$207 | – | 319 |
|
|
2022
Q3 | $207 | Sell |
5,761
-22,318
| -79% | -$802 | 0.02% | 285 |
|
|
2022
Q2 | $1.15M | Sell |
28,079
-7,942
| -22% | -$324K | 0.14% | 121 |
|
|
2022
Q1 | $1.74M | Buy |
36,021
+15,140
| +73% | +$732K | 0.18% | 99 |
|
|
2021
Q4 | $1.08M | Buy |
+20,881
| New | +$1.08M | 0.11% | 132 |
|
|
2020
Q3 | – | Sell |
-323
| Closed | -$11K | – | 441 |
|
|
2020
Q2 | $11K | Buy |
+323
| New | +$11K | ﹤0.01% | 403 |
|