Talisman Wealth Advisors’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 | $875K | Buy |
21,123
+306
| +1% | +$12.7K | 0.8% | 34 |
|
|
2025
Q1 | $871K | Buy |
20,817
+1,137
| +6% | +$47.6K | 0.89% | 29 |
|
|
2024
Q4 | $800K | Buy |
19,680
+924
| +5% | +$37.6K | 0.85% | 35 |
|
|
2024
Q3 | $831K | Buy |
18,756
+3,039
| +19% | +$135K | 0.88% | 34 |
|
|
2024
Q2 | $604K | Buy |
15,717
+289
| +2% | +$11.1K | 0.7% | 40 |
|
|
2024
Q1 | $610K | Buy |
15,428
+4,878
| +46% | +$193K | 0.77% | 40 |
|
|
2023
Q4 | $423K | Buy |
10,550
+1,930
| +22% | +$77.3K | 0.63% | 47 |
|
|
2023
Q3 | $294K | Buy |
8,620
+1,484
| +21% | +$50.6K | 0.51% | 63 |
|
|
2023
Q2 | $269K | Buy |
+7,136
| New | +$269K | 0.46% | 68 |
|