Sowell Financial Services’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 | $1.17M | Sell |
28,186
-876
| -3% | -$36.3K | 0.05% | 373 |
|
|
2025
Q1 | $1.22M | Buy |
29,062
+2,648
| +10% | +$111K | 0.06% | 338 |
|
|
2024
Q4 | $1.07M | Buy |
26,414
+6,929
| +36% | +$282K | 0.06% | 303 |
|
|
2024
Q3 | $870K | Sell |
19,485
-112
| -0.6% | -$5K | 0.04% | 359 |
|
|
2024
Q2 | $753K | Sell |
19,597
-1,532
| -7% | -$58.9K | 0.04% | 378 |
|
|
2024
Q1 | $835K | Sell |
21,129
-720
| -3% | -$28.5K | 0.04% | 373 |
|
|
2023
Q4 | $875K | Buy |
+21,849
| New | +$875K | 0.05% | 349 |
|
|
2021
Q2 | – | Sell |
-7,385
| Closed | -$309K | – | 2779 |
|
|
2021
Q1 | $309K | Buy |
7,385
+2,429
| +49% | +$102K | 0.01% | 836 |
|
|
2020
Q4 | $181K | Sell |
4,956
-3,881
| -44% | -$142K | 0.01% | 894 |
|
|
2020
Q3 | $312K | Buy |
8,837
+6,328
| +252% | +$223K | 0.02% | 604 |
|
|
2020
Q2 | $87K | Sell |
2,509
-207
| -8% | -$7.18K | ﹤0.01% | 1008 |
|
|
2020
Q1 | $84K | Sell |
2,716
-1,597
| -37% | -$49.4K | 0.01% | 903 |
|
|
2019
Q4 | $167K | Sell |
4,313
-5,463
| -56% | -$212K | 0.01% | 771 |
|
|
2019
Q3 | $385K | Buy |
+9,776
| New | +$385K | 0.03% | 475 |
|
|
2019
Q1 | $450K | Buy |
+12,412
| New | +$450K | 0.05% | 359 |
|
|
2017
Q1 | – | Sell |
-2,419
| Closed | -$75K | – | 576 |
|
|
2016
Q4 | $75K | Buy |
+2,419
| New | +$75K | 0.03% | 296 |
|