RDFA
Ritter Daniher Financial Advisory’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,955
| Closed | -$132K | – | 326 |
|
|
2024
Q3 | $132K | Buy |
2,955
+2,831
| +2,283% | +$126K | 0.04% | 102 |
|
|
2024
Q2 | $4.76K | Buy |
+124
| New | +$4.76K | ﹤0.01% | 263 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$2.4K | – | 347 |
|
|
2023
Q4 | $2.4K | Hold |
60
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $2.05K | Buy |
+60
| New | +$2.05K | ﹤0.01% | 308 |
|
|
2021
Q4 | – | Sell |
-3,465
| Closed | -$154K | – | 258 |
|
|
2021
Q3 | $154K | Hold |
3,465
| – | – | 0.11% | 63 |
|
|
2021
Q2 | $154K | Buy |
+3,465
| New | +$154K | 0.11% | 61 |
|