WFA
West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66,005
| Closed | -$2.68M | – | 226 |
|
|
2024
Q4 | $2.68M | Buy |
66,005
+7,912
| +14% | +$322K | 0.52% | 24 |
|
|
2024
Q3 | $2.6M | Buy |
+58,093
| New | +$2.6M | 0.5% | 23 |
|
|
2022
Q1 | – | Sell |
-23,869
| Closed | -$1.24M | – | 201 |
|
|
2021
Q4 | $1.24M | Buy |
23,869
+2,545
| +12% | +$132K | 0.33% | 24 |
|
|
2021
Q3 | $948K | Buy |
21,324
+5,663
| +36% | +$252K | 0.28% | 26 |
|
|
2021
Q2 | $694K | Buy |
+15,661
| New | +$694K | 0.21% | 25 |
|