Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-66,894
| Closed | -$2.99M | – | 520 |
|
|
2024
Q3 | $2.99M | Sell |
66,894
-110,963
| -62% | -$4.96M | 0.21% | 130 |
|
|
2024
Q2 | $6.83M | Buy |
+177,857
| New | +$6.83M | 0.45% | 59 |
|
|
2022
Q3 | – | Sell |
-8,498
| Closed | -$347K | – | 533 |
|
|
2022
Q2 | $347K | Buy |
+8,498
| New | +$347K | 0.04% | 347 |
|
|
2016
Q4 | – | Sell |
-6,559
| Closed | -$215K | – | 275 |
|
|
2016
Q3 | $215K | Buy |
+6,559
| New | +$215K | 0.06% | 244 |
|