SOA Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.2K | Sell |
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|
2025
Q2 | $65.8K | Buy |
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|
2025
Q1 | $66K | Sell |
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|
2024
Q4 | $64.7K | Sell |
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|
2024
Q3 | $72.1K | Buy |
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|
2024
Q2 | $61.6K | Sell |
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|
2024
Q1 | $66.7K | Buy |
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|
2023
Q4 | $67.2K | Buy |
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|
2023
Q3 | $56.7K | Sell |
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|
2023
Q2 | $71K | Sell |
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|
2023
Q1 | $79.2K | Buy |
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|
2022
Q4 | $77.8K | Buy |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | $76K | Buy |
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