VisionPoint Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,558
| Closed | -$383K | – | 109 |
|
|
2022
Q2 | $383K | Buy |
8,558
+2,582
| +43% | +$116K | 0.15% | 68 |
|
|
2022
Q1 | $251K | Sell |
5,976
-12,276
| -67% | -$516K | 0.12% | 76 |
|
|
2021
Q4 | $852K | Sell |
18,252
-5,406
| -23% | -$252K | 0.37% | 57 |
|
|
2021
Q3 | $1.14M | Sell |
23,658
-5,539
| -19% | -$267K | 0.51% | 46 |
|
|
2021
Q2 | $1.29M | Buy |
29,197
+5,158
| +21% | +$229K | 0.58% | 50 |
|
|
2021
Q1 | $949K | Buy |
24,039
+9,637
| +67% | +$380K | 0.45% | 59 |
|
|
2020
Q4 | $527K | Buy |
+14,402
| New | +$527K | 0.27% | 78 |
|