Winch Advisory Services’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
Q4 | – | Sell |
-90
| Closed | -$3K | – | 464 |
|
|
2023
Q3 | $3K | Buy |
90
+1
| +1% | +$33 | ﹤0.01% | 345 |
|
|
2023
Q2 | $3K | Buy |
89
+1
| +1% | +$34 | ﹤0.01% | 344 |
|
|
2023
Q1 | $3K | Buy |
88
+1
| +1% | +$34 | ﹤0.01% | 340 |
|
|
2022
Q4 | $3K | Buy |
87
+1
| +1% | +$34 | ﹤0.01% | 324 |
|
|
2022
Q3 | $3K | Hold |
86
| – | – | ﹤0.01% | 314 |
|
|
2022
Q2 | $3K | Buy |
86
+1
| +1% | +$35 | ﹤0.01% | 333 |
|
|
2022
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 356 |
|
|
2021
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 318 |
|
|
2020
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 314 |
|
|
2020
Q1 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 263 |
|
|
2016
Q4 | – | Sell |
-589
| Closed | -$19K | – | 306 |
|
|
2016
Q3 | $19K | Buy |
+589
| New | +$19K | 0.02% | 121 |
|