Texas Capital Bank Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-88,655
| Closed | -$3.94M | – | 164 |
|
|
2021
Q3 | $3.94M | Buy |
88,655
+16,324
| +23% | +$726K | 0.4% | 46 |
|
|
2021
Q2 | $3.21M | Buy |
+72,331
| New | +$3.21M | 0.4% | 49 |
|
|
2020
Q4 | – | Sell |
-16,670
| Closed | -$588K | – | 171 |
|
|
2020
Q3 | $588K | Buy |
+16,670
| New | +$588K | 0.1% | 96 |
|
|
2020
Q1 | – | Sell |
-14,029
| Closed | -$543K | – | 128 |
|
|
2019
Q4 | $543K | Buy |
+14,029
| New | +$543K | 0.12% | 79 |
|