WCFA
Walkner Condon Financial Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,322
| Closed | -$238K | – | 296 |
|
|
2024
Q3 | $238K | Sell |
5,322
-2,229
| -30% | -$99.6K | 0.05% | 244 |
|
|
2024
Q2 | $290K | Sell |
7,551
-4,586
| -38% | -$176K | 0.06% | 205 |
|
|
2024
Q1 | $480K | Sell |
12,137
-5,939
| -33% | -$235K | 0.1% | 159 |
|
|
2023
Q4 | $724K | Sell |
18,076
-8,090
| -31% | -$324K | 0.16% | 116 |
|
|
2023
Q3 | $891K | Sell |
26,166
-2,973
| -10% | -$101K | 0.24% | 92 |
|
|
2023
Q2 | $1.1M | Sell |
29,139
-4,605
| -14% | -$174K | 0.29% | 77 |
|
|
2023
Q1 | $1.26M | Sell |
33,744
-483
| -1% | -$18.1K | 0.35% | 64 |
|
|
2022
Q4 | $1.26M | Sell |
34,227
-2,514
| -7% | -$92.8K | 0.38% | 60 |
|
|
2022
Q3 | $1.32M | Buy |
36,741
+1,440
| +4% | +$51.9K | 0.43% | 54 |
|
|
2022
Q2 | $1.44M | Buy |
35,301
+3,766
| +12% | +$154K | 0.45% | 55 |
|
|
2022
Q1 | $1.52M | Buy |
31,535
+3,276
| +12% | +$158K | 0.43% | 54 |
|
|
2021
Q4 | $1.46M | Buy |
28,259
+12,426
| +78% | +$644K | 0.95% | 30 |
|
|
2021
Q3 | $705K | Buy |
+15,833
| New | +$705K | 0.35% | 62 |
|