Wealthstreet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-33,019
| Closed | -$1.3M | – | 333 |
|
|
2021
Q1 | $1.3M | Buy |
33,019
+1,807
| +6% | +$71.4K | 0.13% | 146 |
|
|
2020
Q4 | $1.14M | Sell |
31,212
-16
| -0.1% | -$585 | 0.12% | 156 |
|
|
2020
Q3 | $1.1M | Sell |
31,228
-1,169
| -4% | -$41.2K | 0.12% | 145 |
|
|
2020
Q2 | $1.13M | Sell |
32,397
-1,632
| -5% | -$56.8K | 0.14% | 136 |
|
|
2020
Q1 | $1.06M | Sell |
34,029
-2,114
| -6% | -$65.5K | 0.16% | 122 |
|
|
2019
Q4 | $1.4M | Buy |
36,143
+24,411
| +208% | +$944K | 0.16% | 122 |
|
|
2019
Q3 | $460K | Sell |
11,732
-23,131
| -66% | -$907K | 0.06% | 231 |
|
|
2019
Q2 | $1.28M | Sell |
34,863
-3,331
| -9% | -$122K | 0.17% | 120 |
|
|
2019
Q1 | $1.38M | Buy |
38,194
+1,158
| +3% | +$41.9K | 0.18% | 114 |
|
|
2018
Q4 | $1.24M | Buy |
+37,036
| New | +$1.24M | 0.17% | 119 |
|