Signify Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,705
| Closed | -$549K | – | 34 |
|
2023
Q4 | $549K | Buy |
13,705
+6,132
| +81% | +$246K | 0.83% | 21 |
|
2023
Q3 | $258K | Sell |
7,573
-60,771
| -89% | -$2.07M | 0.35% | 35 |
|
2023
Q2 | $2.58M | Buy |
+68,344
| New | +$2.58M | 2.22% | 18 |
|
2023
Q1 | – | Sell |
-69,889
| Closed | -$2.58M | – | 31 |
|
2022
Q4 | $2.58M | Buy |
+69,889
| New | +$2.58M | 2.26% | 16 |
|