Tyler-Stone 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
Q3 | – | Sell |
-2,134
| Closed | -$82K | – | 905 |
|
|
2024
Q2 | $82K | Hold |
2,134
| – | – | 0.03% | 309 |
|
|
2024
Q1 | $84.4K | Sell |
2,134
-125
| -6% | -$4.94K | 0.04% | 297 |
|
|
2023
Q4 | $90.5K | Sell |
2,259
-270
| -11% | -$10.8K | 0.05% | 277 |
|
|
2023
Q3 | $86K | Sell |
2,529
-16
| -0.6% | -$544 | 0.05% | 269 |
|
|
2023
Q2 | $96K | Buy |
+2,545
| New | +$96K | 0.05% | 256 |
|
|
2022
Q4 | $84K | Hold |
2,270
| – | – | 0.06% | 260 |
|
|
2022
Q3 | $82K | Buy |
2,270
+625
| +38% | +$22.6K | 0.06% | 240 |
|
|
2022
Q2 | $67K | Buy |
1,645
+309
| +23% | +$12.6K | 0.04% | 286 |
|
|
2022
Q1 | $65K | Buy |
1,336
+328
| +33% | +$16K | 0.04% | 305 |
|
|
2021
Q4 | $52K | Buy |
+1,008
| New | +$52K | 0.03% | 349 |
|