Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,344
| Closed | -$54K | – | 1209 |
|
|
2023
Q4 | $54K | Hold |
1,344
| – | – | 0.01% | 610 |
|
|
2023
Q3 | $46K | Buy |
1,344
+50
| +4% | +$1.71K | 0.01% | 629 |
|
|
2023
Q2 | $49K | Hold |
1,294
| – | – | 0.01% | 630 |
|
|
2023
Q1 | $48K | Hold |
1,294
| – | – | 0.01% | 617 |
|
|
2022
Q4 | $48K | Hold |
1,294
| – | – | 0.01% | 539 |
|
|
2022
Q3 | $47K | Hold |
1,294
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $53K | Hold |
1,294
| – | – | 0.01% | 448 |
|
|
2022
Q1 | $63K | Hold |
1,294
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $67K | Hold |
1,294
| – | – | 0.01% | 470 |
|
|
2021
Q3 | $58K | Hold |
1,294
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $57K | Sell |
1,294
-62
| -5% | -$2.73K | 0.01% | 500 |
|
|
2021
Q1 | $54K | Hold |
1,356
| – | – | 0.01% | 421 |
|
|
2020
Q4 | $50K | Buy |
+1,356
| New | +$50K | 0.01% | 416 |
|