TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-81
| Closed | -$2K | – | 715 |
|
|
2020
Q4 | $2K | Buy |
81
+1
| +1% | +$25 | ﹤0.01% | 679 |
|
|
2020
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 639 |
|
|
2020
Q2 | $2K | Sell |
80
-141
| -64% | -$3.53K | ﹤0.01% | 632 |
|
|
2020
Q1 | $6K | Sell |
221
-39
| -15% | -$1.06K | ﹤0.01% | 513 |
|
|
2019
Q4 | $10K | Buy |
+260
| New | +$10K | ﹤0.01% | 603 |
|
|
2019
Q3 | – | Sell |
-265
| Closed | -$9K | – | 731 |
|
|
2019
Q2 | $9K | Buy |
+265
| New | +$9K | ﹤0.01% | 572 |
|
|
2018
Q4 | – | Sell |
-11,581
| Closed | -$378K | – | 930 |
|
|
2018
Q3 | $378K | Buy |
11,581
+1,686
| +17% | +$55K | 0.05% | 197 |
|
|
2018
Q2 | $323K | Buy |
+9,895
| New | +$323K | 0.05% | 200 |
|