WESPAC Advisors SoCal’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $905K | Sell |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $928K | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1.29K | Hold |
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|
2016
Q4 | $1.26K | Hold |
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|
2016
Q3 | $1.34K | Buy |
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