Silvia McColl Wealth Management’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 | $924K | Sell |
22,311
-38
| -0.2% | -$1.57K | 0.67% | 39 |
|
|
2025
Q1 | $935K | Buy |
22,349
+739
| +3% | +$30.9K | 0.71% | 35 |
|
|
2024
Q4 | $879K | Sell |
21,610
-119
| -0.5% | -$4.84K | 0.66% | 38 |
|
|
2024
Q3 | $971K | Buy |
21,729
+2,110
| +11% | +$94.3K | 0.73% | 37 |
|
|
2024
Q2 | $754K | Buy |
19,619
+968
| +5% | +$37.2K | 0.62% | 40 |
|
|
2024
Q1 | $701K | Buy |
18,651
+168
| +0.9% | +$6.32K | 0.6% | 39 |
|
|
2023
Q4 | $740K | Buy |
18,483
+267
| +1% | +$10.7K | 0.67% | 37 |
|
|
2023
Q3 | $621K | Buy |
18,216
+3,231
| +22% | +$110K | 0.62% | 40 |
|
|
2023
Q2 | $565K | Buy |
14,985
+128
| +0.9% | +$4.82K | 0.52% | 44 |
|
|
2023
Q1 | $555K | Sell |
14,857
-360
| -2% | -$13.5K | 0.55% | 43 |
|
|
2022
Q4 | $562K | Buy |
+15,217
| New | +$562K | 0.55% | 45 |
|