Security National Bank’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 | $125K | Hold |
3,012
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $126K | Sell |
3,012
-150
| -5% | -$6.28K | 0.02% | 147 |
|
|
2024
Q4 | $129K | Buy |
3,162
+150
| +5% | +$6.1K | 0.02% | 141 |
|
|
2024
Q3 | $135K | Hold |
3,012
| – | – | 0.02% | 134 |
|
|
2024
Q2 | $116K | Hold |
3,012
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $119K | Hold |
3,012
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $121K | Buy |
+3,012
| New | +$121K | 0.03% | 132 |
|