Visionary Wealth 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 | $1.06M | Buy |
25,490
+799
| +3% | +$33.1K | 0.05% | 269 |
|
|
2025
Q1 | $1.03M | Sell |
24,691
-3,259
| -12% | -$136K | 0.06% | 253 |
|
|
2024
Q4 | $1.14M | Sell |
27,950
-17,902
| -39% | -$728K | 0.07% | 238 |
|
|
2024
Q3 | $2.05M | Buy |
45,852
+4,473
| +11% | +$200K | 0.12% | 172 |
|
|
2024
Q2 | $1.59M | Buy |
41,379
+19,824
| +92% | +$761K | 0.1% | 193 |
|
|
2024
Q1 | $852K | Buy |
21,555
+1,368
| +7% | +$54.1K | 0.06% | 248 |
|
|
2023
Q4 | $809K | Sell |
20,187
-1,077
| -5% | -$43.1K | 0.06% | 250 |
|
|
2023
Q3 | $724K | Buy |
21,264
+8,773
| +70% | +$299K | 0.06% | 247 |
|
|
2023
Q2 | $471K | Sell |
12,491
-12,710
| -50% | -$479K | 0.04% | 302 |
|
|
2023
Q1 | $942K | Buy |
25,201
+1,940
| +8% | +$72.5K | 0.08% | 201 |
|
|
2022
Q4 | $859K | Buy |
+23,261
| New | +$859K | 0.08% | 194 |
|