Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,430
| Closed | -$259K | – | 202 |
|
|
2020
Q2 | $259K | Sell |
7,430
-2,199
| -23% | -$76.7K | 0.08% | 166 |
|
|
2020
Q1 | $298K | Buy |
9,629
+1,201
| +14% | +$37.2K | 0.12% | 144 |
|
|
2019
Q4 | $326K | Sell |
8,428
-160
| -2% | -$6.19K | 0.12% | 152 |
|
|
2019
Q3 | $333K | Buy |
+8,588
| New | +$333K | 0.15% | 138 |
|
|
2018
Q3 | – | Sell |
-6,473
| Closed | -$212K | – | 139 |
|
|
2018
Q2 | $212K | Buy |
6,473
+1
| +0% | +$33 | 0.17% | 119 |
|
|
2018
Q1 | $201K | Sell |
6,472
-392
| -6% | -$12.2K | 0.17% | 118 |
|
|
2017
Q4 | $226K | Buy |
+6,864
| New | +$226K | 0.19% | 111 |
|