SW
SkyOak Wealth’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,534
| Closed | -$241K | – | 269 |
|
|
2022
Q4 | $241K | Hold |
6,534
| – | – | 0.08% | 180 |
|
|
2022
Q3 | $235K | Sell |
6,534
-437
| -6% | -$15.7K | 0.08% | 178 |
|
|
2022
Q2 | $285K | Sell |
6,971
-1,042
| -13% | -$42.6K | 0.1% | 162 |
|
|
2022
Q1 | $387K | Sell |
8,013
-110,802
| -93% | -$5.35M | 0.11% | 149 |
|
|
2021
Q4 | $6.16M | Buy |
118,815
+421
| +0.4% | +$21.8K | 1.56% | 15 |
|
|
2021
Q3 | $5.26M | Buy |
+118,394
| New | +$5.26M | 1.42% | 15 |
|