Toth Financial Advisory’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
Q3 | – | Sell |
-75
| Closed | -$2.83K | – | 850 |
|
|
2023
Q2 | $2.83K | Buy |
+75
| New | +$2.83K | ﹤0.01% | 603 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$1K | – | 804 |
|
|
2022
Q3 | $1K | Sell |
35
-609
| -95% | -$17.4K | ﹤0.01% | 719 |
|
|
2022
Q2 | $26K | Buy |
+644
| New | +$26K | ﹤0.01% | 340 |
|
|
2019
Q4 | – | Sell |
-86
| Closed | -$3K | – | 524 |
|
|
2019
Q3 | $3K | Hold |
86
| – | – | ﹤0.01% | 379 |
|
|
2019
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 395 |
|
|
2019
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 382 |
|
|
2016
Q4 | – | Sell |
-32,596
| Closed | -$1.07M | – | 124 |
|
|
2016
Q3 | $1.07M | Buy |
+32,596
| New | +$1.07M | 0.31% | 79 |
|