Strategic Wealth Partners’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 | $3.44K | Buy |
+83
| New | +$3.44K | ﹤0.01% | 948 |
|
|
2024
Q4 | $384K | Buy |
+9,083
| New | +$384K | 0.03% | 234 |
|
|
2019
Q2 | – | Sell |
-48
| Closed | -$2K | – | 835 |
|
|
2019
Q1 | $2K | Buy |
48
+7
| +17% | +$292 | ﹤0.01% | 731 |
|
|
2018
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 668 |
|
|
2018
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 630 |
|
|
2018
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 736 |
|
|
2018
Q1 | $1K | Sell |
41
-15
| -27% | -$366 | ﹤0.01% | 775 |
|
|
2017
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 701 |
|