SAG
SageView Advisory Group’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
Q1 | – | Sell |
-13,585
| Closed | -$522K | – | 886 |
|
|
2023
Q4 | $522K | Sell |
13,585
-31,318
| -70% | -$1.2M | 0.02% | 385 |
|
|
2023
Q3 | $1.53M | Buy |
44,903
+318
| +0.7% | +$10.8K | 0.09% | 139 |
|
|
2023
Q2 | $1.68M | Buy |
44,585
+3,340
| +8% | +$126K | 0.09% | 134 |
|
|
2023
Q1 | $1.54M | Sell |
41,245
-8,888
| -18% | -$332K | 0.1% | 136 |
|
|
2022
Q4 | $1.85M | Buy |
+50,133
| New | +$1.85M | 0.15% | 103 |
|