Ropes Wealth 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
Q1 | – | Sell |
-3,665
| Closed | -$134K | – | 811 |
|
|
2020
Q4 | $134K | Buy |
+3,665
| New | +$134K | 0.02% | 272 |
|
|
2020
Q1 | – | Sell |
-5,072
| Closed | -$196K | – | 578 |
|
|
2019
Q4 | $196K | Buy |
+5,072
| New | +$196K | 0.04% | 214 |
|
|
2019
Q3 | – | Sell |
-179
| Closed | -$7K | – | 597 |
|
|
2019
Q2 | $7K | Buy |
+179
| New | +$7K | ﹤0.01% | 505 |
|