Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $240K | Buy |
+6,815
| New | +$240K | 0.01% | 401 |
|
|
2019
Q2 | – | Sell |
-349
| Closed | -$13K | – | 2127 |
|
|
2019
Q1 | $13K | Hold |
349
| – | – | ﹤0.01% | 1435 |
|
|
2018
Q4 | $11K | Buy |
349
+85
| +32% | +$2.68K | ﹤0.01% | 1440 |
|
|
2018
Q3 | $9K | Hold |
264
| – | – | ﹤0.01% | 1576 |
|
|
2018
Q2 | $9K | Buy |
264
+20
| +8% | +$682 | ﹤0.01% | 1595 |
|
|
2018
Q1 | $8K | Hold |
244
| – | – | ﹤0.01% | 1654 |
|
|
2017
Q4 | $8K | Hold |
244
| – | – | ﹤0.01% | 1692 |
|
|
2017
Q3 | $8K | Hold |
244
| – | – | ﹤0.01% | 1662 |
|
|
2017
Q2 | $8K | Hold |
244
| – | – | ﹤0.01% | 1631 |
|
|
2017
Q1 | $8K | Hold |
244
| – | – | ﹤0.01% | 1418 |
|
|
2016
Q4 | $8K | Sell |
244
-308
| -56% | -$10.1K | ﹤0.01% | 1303 |
|
|
2016
Q3 | $18K | Buy |
+552
| New | +$18K | ﹤0.01% | 1098 |
|