Western Pacific Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$5.61K | – | 315 |
|
|
2023
Q1 | $5.61K | Hold |
150
| – | – | ﹤0.01% | 216 |
|
|
2022
Q4 | $5.54K | Sell |
150
-450
| -75% | -$16.6K | ﹤0.01% | 209 |
|
|
2022
Q3 | $21K | Sell |
600
-528
| -47% | -$18.5K | 0.02% | 165 |
|
|
2022
Q2 | $46K | Buy |
1,128
+3
| +0.3% | +$122 | 0.04% | 78 |
|
|
2022
Q1 | $54K | Sell |
1,125
-4,167
| -79% | -$200K | 0.04% | 88 |
|
|
2021
Q4 | $274K | Buy |
+5,292
| New | +$274K | 0.18% | 29 |
|