RWA Wealth Partners’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 |
-24,854
| Closed | -$1.11M | – | 599 |
|
|
2024
Q3 | $1.11M | Buy |
+24,854
| New | +$1.11M | 0.01% | 313 |
|
|
2022
Q1 | – | Sell |
-26,511
| Closed | -$1.37M | – | 276 |
|
|
2021
Q4 | $1.37M | Buy |
26,511
+2,816
| +12% | +$146K | 0.09% | 116 |
|
|
2021
Q3 | $1.05M | Buy |
23,695
+647
| +3% | +$28.8K | 0.08% | 121 |
|
|
2021
Q2 | $1.02M | Buy |
+23,048
| New | +$1.02M | 0.08% | 123 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$2K | – | 711 |
|
|
2018
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 759 |
|