RVW Wealth’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 | $325K | Hold |
7,846
| – | – | 0.03% | 135 |
|
|
2025
Q1 | $328K | Hold |
7,846
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $319K | Sell |
7,846
-5,517
| -41% | -$224K | 0.03% | 120 |
|
|
2024
Q3 | $597K | Sell |
13,363
-204
| -2% | -$9.11K | 0.06% | 85 |
|
|
2024
Q2 | $521K | Sell |
13,567
-14,673
| -52% | -$564K | 0.05% | 89 |
|
|
2024
Q1 | $1.12M | Sell |
28,240
-496
| -2% | -$19.6K | 0.11% | 63 |
|
|
2023
Q4 | $1.15M | Sell |
28,736
-299
| -1% | -$12K | 0.13% | 65 |
|
|
2023
Q3 | $989K | Sell |
29,035
-635
| -2% | -$21.6K | 0.12% | 68 |
|
|
2023
Q2 | $1.12M | Sell |
29,670
-1,633
| -5% | -$61.5K | 0.13% | 66 |
|
|
2023
Q1 | $1.17M | Sell |
31,303
-272
| -0.9% | -$10.2K | 0.15% | 68 |
|
|
2022
Q4 | $1.17M | Buy |
31,575
+213
| +0.7% | +$7.87K | 0.15% | 68 |
|
|
2022
Q3 | $1.13M | Hold |
31,362
| – | – | 0.16% | 70 |
|
|
2022
Q2 | $1.28M | Hold |
31,362
| – | – | 0.17% | 70 |
|
|
2022
Q1 | $1.52M | Buy |
31,362
+59
| +0.2% | +$2.85K | 0.18% | 61 |
|
|
2021
Q4 | $1.62M | Hold |
31,303
| – | – | 0.18% | 58 |
|
|
2021
Q3 | $1M | Hold |
31,303
| – | – | 0.12% | 85 |
|
|
2021
Q2 | $1M | Sell |
31,303
-4,664
| -13% | -$149K | 0.13% | 77 |
|
|
2021
Q1 | $1M | Hold |
35,967
| – | – | 0.13% | 102 |
|
|
2020
Q4 | $1M | Sell |
35,967
-2,076
| -5% | -$57.7K | 0.15% | 94 |
|
|
2020
Q3 | $1.34M | Sell |
38,043
-6,146
| -14% | -$217K | 0.23% | 55 |
|
|
2020
Q2 | $1.54M | Buy |
44,189
+2,589
| +6% | +$90.1K | 0.28% | 50 |
|
|
2020
Q1 | $1.29M | Buy |
+41,600
| New | +$1.29M | 0.3% | 54 |
|