Stillwater Investment Management (Minnesota)’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-26,227
| Closed | -$815K | – | 68 |
|
2018
Q1 | $815K | Buy |
+26,227
| New | +$815K | 0.36% | 52 |
|
2017
Q4 | – | Sell |
-28,220
| Closed | -$910K | – | 78 |
|
2017
Q3 | $910K | Buy |
28,220
+2,923
| +12% | +$94.3K | 0.41% | 53 |
|
2017
Q2 | $815K | Sell |
25,297
-987
| -4% | -$31.8K | 0.39% | 53 |
|
2017
Q1 | $831K | Buy |
26,284
+3,262
| +14% | +$103K | 0.4% | 58 |
|
2016
Q4 | $708K | Buy |
23,022
+3,961
| +21% | +$122K | 0.37% | 58 |
|
2016
Q3 | $625K | Buy |
+19,061
| New | +$625K | 0.34% | 57 |
|