Urban Financial Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
26,147
+5,226
| +25% | +$216K | 0.54% | 11 |
|
|
2025
Q1 | $876K | Buy |
20,921
+1,974
| +10% | +$82.6K | 0.48% | 12 |
|
|
2024
Q4 | $771K | Buy |
18,947
+550
| +3% | +$22.4K | 0.42% | 12 |
|
|
2024
Q3 | $822K | Buy |
18,397
+48
| +0.3% | +$2.14K | 0.45% | 12 |
|
|
2024
Q2 | $705K | Buy |
18,349
+1,037
| +6% | +$39.8K | 0.43% | 13 |
|
|
2024
Q1 | $684K | Sell |
17,312
-138
| -0.8% | -$5.46K | 0.42% | 15 |
|
|
2023
Q4 | $699K | Buy |
+17,450
| New | +$699K | 0.53% | 13 |
|