Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.68K | Buy |
235
+3
| +1% | +$111 | ﹤0.01% | 749 |
|
|
2022
Q3 | $8K | Buy |
232
+2
| +0.9% | +$69 | ﹤0.01% | 736 |
|
|
2022
Q2 | $9K | Buy |
230
+2
| +0.9% | +$78 | ﹤0.01% | 718 |
|
|
2022
Q1 | $11K | Buy |
228
+1
| +0.4% | +$48 | ﹤0.01% | 700 |
|
|
2021
Q4 | $12K | Buy |
227
+2
| +0.9% | +$106 | ﹤0.01% | 689 |
|
|
2021
Q3 | $10K | Buy |
225
+1
| +0.4% | +$44 | ﹤0.01% | 726 |
|
|
2021
Q2 | $10K | Buy |
+224
| New | +$10K | ﹤0.01% | 717 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | – | – | 938 |
|
|
2019
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 889 |
|
|
2019
Q3 | – | Sell |
-169
| Closed | -$6K | – | 791 |
|
|
2019
Q2 | $6K | Sell |
169
-568
| -77% | -$20.2K | ﹤0.01% | 655 |
|
|
2019
Q1 | $27K | Hold |
737
| – | – | ﹤0.01% | 475 |
|
|
2018
Q4 | $23K | Hold |
737
| – | – | ﹤0.01% | 472 |
|
|
2018
Q3 | $24K | Hold |
737
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $24K | Sell |
737
-221
| -23% | -$7.2K | ﹤0.01% | 463 |
|
|
2018
Q1 | $30K | Sell |
958
-1,694
| -64% | -$53K | ﹤0.01% | 436 |
|
|
2017
Q4 | $87K | Sell |
2,652
-4,526
| -63% | -$148K | 0.01% | 295 |
|
|
2017
Q3 | $231K | Buy |
7,178
+5,447
| +315% | +$175K | 0.03% | 202 |
|
|
2017
Q2 | $56K | Buy |
1,731
+274
| +19% | +$8.86K | 0.01% | 347 |
|
|
2017
Q1 | $46K | Sell |
1,457
-112
| -7% | -$3.54K | 0.01% | 375 |
|
|
2016
Q4 | $48K | Sell |
1,569
-864
| -36% | -$26.4K | 0.01% | 344 |
|
|
2016
Q3 | $80 | Buy |
+2,433
| New | +$80 | 0.01% | 286 |
|