Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$561 | – | 572 |
|
|
2023
Q1 | $561 | Buy |
+15
| New | +$561 | ﹤0.01% | 501 |
|
|
2021
Q4 | – | Sell |
-798
| Closed | -$35K | – | 526 |
|
|
2021
Q3 | $35K | Sell |
798
-32,957
| -98% | -$1.45M | 0.02% | 160 |
|
|
2021
Q2 | $1.5M | Sell |
33,755
-19,185
| -36% | -$850K | 0.34% | 64 |
|
|
2021
Q1 | $2.09M | Sell |
52,940
-41,263
| -44% | -$1.63M | 0.51% | 57 |
|
|
2020
Q4 | $3.44M | Sell |
94,203
-992
| -1% | -$36.3K | 0.96% | 30 |
|
|
2020
Q3 | $3.36M | Buy |
+95,195
| New | +$3.36M | 1.13% | 28 |
|