Valeo Financial Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $91K | Buy |
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|
2019
Q2 | $56K | Buy |
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|
2019
Q1 | $44K | Hold |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $38K | Sell |
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|
2017
Q4 | $47K | Sell |
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|
2017
Q3 | $188K | Buy |
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