TSWM
Triangle Securities Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
100,260
+50,163
| +100% | +$2.09M | 1.03% | 28 |
|
|
2025
Q1 | $2.1M | Buy |
50,097
+3,138
| +7% | +$131K | 0.54% | 60 |
|
|
2024
Q4 | $1.91M | Buy |
46,959
+7,761
| +20% | +$316K | 0.49% | 59 |
|
|
2024
Q3 | $1.75M | Buy |
39,198
+24,213
| +162% | +$1.08M | 0.45% | 62 |
|
|
2024
Q2 | $576K | Buy |
+14,985
| New | +$576K | 0.16% | 138 |
|