Stockman Wealth Management’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
Q1 | – | Sell |
-8,966
| Closed | -$365K | – | 176 |
|
|
2024
Q4 | $365K | Buy |
8,966
+256
| +3% | +$10.4K | 0.06% | 125 |
|
|
2024
Q3 | $389K | Hold |
8,710
| – | – | 0.06% | 128 |
|
|
2024
Q2 | $335K | Hold |
8,710
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $344K | Buy |
8,710
+128
| +1% | +$5.06K | 0.06% | 131 |
|
|
2023
Q4 | $344K | Sell |
8,582
-1,133
| -12% | -$45.4K | 0.07% | 127 |
|
|
2023
Q3 | $331K | Buy |
9,715
+1,383
| +17% | +$47.1K | 0.07% | 130 |
|
|
2023
Q2 | $314K | Sell |
8,332
-50
| -0.6% | -$1.89K | 0.07% | 141 |
|
|
2023
Q1 | $313K | Buy |
8,382
+1,309
| +19% | +$48.9K | 0.07% | 150 |
|
|
2022
Q4 | $261K | Buy |
+7,073
| New | +$261K | 0.06% | 165 |
|