ProVise Management Group’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
Q2 | – | Sell |
-9,241
| Closed | -$447K | – | 379 |
|
|
2022
Q1 | $447K | Buy |
+9,241
| New | +$447K | 0.04% | 237 |
|
|
2018
Q3 | – | Sell |
-69
| Closed | -$2.26K | – | 344 |
|
|
2018
Q2 | $2.26K | Buy |
+69
| New | +$2.26K | 0.17% | 118 |
|
|
2016
Q4 | – | Sell |
-11,839
| Closed | -$388K | – | 349 |
|
|
2016
Q3 | $388K | Buy |
+11,839
| New | +$388K | 0.07% | 233 |
|