Vickerman Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95M | Sell |
71,209
-2,970
| -4% | -$123K | 0.63% | 49 |
|
2025
Q1 | $3.1M | Buy |
74,179
+2,305
| +3% | +$96.5K | 0.7% | 40 |
|
2024
Q4 | $2.92M | Sell |
71,874
-2,510
| -3% | -$102K | 0.79% | 39 |
|
2024
Q3 | $3.32M | Sell |
74,384
-105
| -0.1% | -$4.69K | 0.98% | 32 |
|
2024
Q2 | $2.86M | Sell |
74,489
-2,926
| -4% | -$112K | 0.92% | 40 |
|
2024
Q1 | $3.06M | Buy |
77,415
+320
| +0.4% | +$12.7K | 0.99% | 36 |
|
2023
Q4 | $3.09M | Sell |
77,095
-4,622
| -6% | -$185K | 1.05% | 33 |
|
2023
Q3 | $2.78M | Sell |
81,717
-2,759
| -3% | -$94K | 1.14% | 35 |
|
2023
Q2 | $3.18M | Sell |
84,476
-13,209
| -14% | -$498K | 1.24% | 29 |
|
2023
Q1 | $3.65M | Buy |
97,685
+39,561
| +68% | +$1.48M | 1.44% | 17 |
|
2022
Q4 | $2.15M | Buy |
58,124
+27,948
| +93% | +$1.03M | 0.97% | 43 |
|
2022
Q3 | $1.09M | Sell |
30,176
-275
| -0.9% | -$9.91K | 0.52% | 48 |
|
2022
Q2 | $1.24M | Hold |
30,451
| – | – | 0.59% | 50 |
|
2022
Q1 | $1.37M | Sell |
30,451
-156
| -0.5% | -$6.99K | 0.61% | 48 |
|
2021
Q4 | $1.59M | Sell |
30,607
-2,644
| -8% | -$137K | 0.64% | 45 |
|
2021
Q3 | $1.48M | Buy |
+33,251
| New | +$1.48M | 0.59% | 46 |
|