SMA
Sage Mountain Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-308
| Closed | -$10.5K | – | 377 |
|
|
2023
Q3 | $10.5K | Buy |
+308
| New | +$10.5K | ﹤0.01% | 329 |
|
|
2023
Q1 | – | Sell |
-865
| Closed | -$31.9K | – | 344 |
|
|
2022
Q4 | $31.9K | Buy |
+865
| New | +$31.9K | 0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 470 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 267 |
|