Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-294
| Closed | -$12K | – | 536 |
|
|
2022
Q2 | $12K | Hold |
294
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $14K | Hold |
294
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $15K | Hold |
294
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $13K | Hold |
294
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $13K | Hold |
294
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $12K | Hold |
294
| – | – | ﹤0.01% | 392 |
|
|
2020
Q4 | $11K | Hold |
294
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $10K | Hold |
294
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $10K | Hold |
294
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $9K | Hold |
294
| – | – | ﹤0.01% | 325 |
|
|
2019
Q4 | $11K | Hold |
294
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $12K | Hold |
294
| – | – | 0.01% | 334 |
|
|
2019
Q2 | $11K | Buy |
+294
| New | +$11K | 0.01% | 347 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$5K | – | 433 |
|
|
2018
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 386 |
|
|
2018
Q2 | $4K | Hold |
149
| – | – | ﹤0.01% | 359 |
|
|
2018
Q1 | $5K | Hold |
149
| – | – | ﹤0.01% | 337 |
|
|
2017
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 314 |
|
|
2017
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 311 |
|
|
2017
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 332 |
|
|
2017
Q1 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 304 |
|