WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.51K | Hold |
37
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $1.65K | Hold |
37
| – | – | ﹤0.01% | 927 |
|
|
2024
Q2 | $1.42K | Hold |
37
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $1.46K | Buy |
+37
| New | +$1.46K | ﹤0.01% | 920 |
|
|
2023
Q4 | – | Sell |
-427
| Closed | -$14.5K | – | 878 |
|
|
2023
Q3 | $14.5K | Hold |
427
| – | – | 0.01% | 482 |
|
|
2023
Q2 | $16.1K | Buy |
427
+357
| +510% | +$13.5K | 0.01% | 471 |
|
|
2023
Q1 | $2.62K | Buy |
+70
| New | +$2.62K | ﹤0.01% | 749 |
|