Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,036
| Closed | -$80K | – | 144 |
|
|
2021
Q1 | $80K | Hold |
2,036
| – | – | 0.04% | 71 |
|
|
2020
Q4 | $74K | Sell |
2,036
-1,465
| -42% | -$53.2K | 0.04% | 72 |
|
|
2020
Q3 | $123K | Buy |
3,501
+130
| +4% | +$4.57K | 0.08% | 58 |
|
|
2020
Q2 | $117K | Buy |
3,371
+89
| +3% | +$3.09K | 0.07% | 59 |
|
|
2020
Q1 | $102K | Buy |
+3,282
| New | +$102K | 0.07% | 64 |
|