PWAC
Private Wealth Advisors (California)’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 | $4.07M | Sell |
98,337
-540
| -0.5% | -$22.4K | 1.5% | 23 |
|
|
2025
Q1 | $4.14M | Buy |
98,877
+491
| +0.5% | +$20.5K | 1.5% | 23 |
|
|
2024
Q4 | $4M | Sell |
98,386
-580
| -0.6% | -$23.6K | 1.57% | 23 |
|
|
2024
Q3 | $4.39M | Sell |
98,966
-903
| -0.9% | -$40.1K | 1.68% | 24 |
|
|
2024
Q2 | $3.8M | Buy |
99,869
+2,636
| +3% | +$100K | 1.46% | 22 |
|
|
2024
Q1 | $3.84M | Sell |
97,233
-4,796
| -5% | -$190K | 1.56% | 23 |
|
|
2023
Q4 | $4.09M | Buy |
+102,029
| New | +$4.09M | 1.59% | 22 |
|
|
2020
Q1 | – | Sell |
-76,137
| Closed | -$2.94M | – | 77 |
|
|
2019
Q4 | $2.94M | Buy |
+76,137
| New | +$2.94M | 1.69% | 18 |
|