SWA
Stratos Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,774
| Closed | -$213K | – | 781 |
|
|
2024
Q3 | $213K | Buy |
+4,774
| New | +$213K | 0.01% | 692 |
|
|
2022
Q1 | – | Sell |
-61,494
| Closed | -$3.19M | – | 587 |
|
|
2021
Q4 | $3.19M | Buy |
61,494
+6,903
| +13% | +$358K | 0.23% | 127 |
|
|
2021
Q3 | $2.43M | Sell |
54,591
-5,223
| -9% | -$232K | 0.21% | 134 |
|
|
2021
Q2 | $2.65M | Buy |
+59,814
| New | +$2.65M | 0.23% | 116 |
|
|
2020
Q2 | – | Sell |
-807
| Closed | -$25K | – | 380 |
|
|
2020
Q1 | $25K | Buy |
+807
| New | +$25K | 0.02% | 209 |
|