Quattro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
29,297
-1,848
| -6% | -$76.5K | 0.43% | 47 |
|
|
2025
Q1 | $1.3M | Buy |
31,145
+1,997
| +7% | +$83.6K | 0.45% | 50 |
|
|
2024
Q4 | $1.21M | Buy |
+29,148
| New | +$1.21M | 0.31% | 50 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$1.58M | – | 97 |
|
|
2023
Q4 | $1.58M | Sell |
40
-42,993
| -100% | -$1.69B | 0.55% | 38 |
|
|
2023
Q3 | $1.47M | Sell |
43,033
-1,524
| -3% | -$51.9K | 0.64% | 39 |
|
|
2023
Q2 | $1.68M | Buy |
44,557
+1,757
| +4% | +$66.2K | 0.67% | 35 |
|
|
2023
Q1 | $1.6M | Buy |
+42,800
| New | +$1.6M | 0.66% | 28 |
|