V Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-21,206
Closed -$867K 425
2022
Q2
$867K Buy
21,206
+982
+5% +$43.8K 0.16% 150
2022
Q1
$977K Sell
20,224
-4,623
-19% -$217K 0.16% 154
2021
Q4
$1.29M Buy
24,847
+80
+0.3% +$3.85K 0.19% 130
2021
Q3
$1.1M Buy
24,767
+13
+0.1% +$604 0.17% 141
2021
Q2
$1.1M Buy
24,754
+5,067
+26% +$217K 0.17% 141
2021
Q1
$777K Buy
+19,687
New +$740K 0.14% 178
2020
Q3
Sell
-16,617
Closed -$578K 359
2020
Q2
$578K Sell
16,617
-554
-3% -$18.7K 0.15% 168
2020
Q1
$532K Sell
17,171
-2,663
-13% -$99.5K 0.17% 139
2019
Q4
$780K Hold
19,834
0.28% 96
2019
Q3
$780K Buy
+19,834
New +$761K 0.28% 96
2017
Q3
Sell
-116
Closed -$3K 722
2017
Q2
$3K Buy
+116
New +$3.71K ﹤0.01% 721

Other funds holding XLRE