Reilly 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1213 |
|
2021
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1074 |
|
2021
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 976 |
|
2020
Q3 | – | Sell |
-159
| Closed | -$6K | – | 948 |
|
2020
Q2 | $6K | Buy |
159
+1
| +0.6% | +$38 | ﹤0.01% | 683 |
|
2020
Q1 | $5K | Buy |
158
+1
| +0.6% | +$32 | ﹤0.01% | 696 |
|
2019
Q4 | $6K | Buy |
157
+2
| +1% | +$76 | ﹤0.01% | 724 |
|
2019
Q3 | $6K | Buy |
155
+1
| +0.6% | +$39 | ﹤0.01% | 732 |
|
2019
Q2 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 760 |
|
2017
Q4 | – | Sell |
-19
| Closed | -$1K | – | 1035 |
|
2017
Q3 | $1K | Sell |
19
-151
| -89% | -$7.95K | ﹤0.01% | 974 |
|
2017
Q2 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 780 |
|