Zullo Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
25,623
-691
| -3% | -$28.6K | 0.43% | 52 |
|
2025
Q1 | $1.1M | Sell |
26,314
-539
| -2% | -$22.6K | 0.47% | 53 |
|
2024
Q4 | $1.09M | Sell |
26,853
-865
| -3% | -$35.2K | 0.44% | 53 |
|
2024
Q3 | $1.24M | Sell |
27,718
-214
| -0.8% | -$9.56K | 0.51% | 48 |
|
2024
Q2 | $1.07M | Sell |
27,932
-604
| -2% | -$23.2K | 0.47% | 54 |
|
2024
Q1 | $1.13M | Buy |
28,536
+649
| +2% | +$25.7K | 0.53% | 48 |
|
2023
Q4 | $1.12M | Sell |
27,887
-722
| -3% | -$28.9K | 0.57% | 45 |
|
2023
Q3 | $975K | Buy |
28,609
+2,582
| +10% | +$88K | 0.57% | 45 |
|
2023
Q2 | $981K | Buy |
26,027
+188
| +0.7% | +$7.09K | 0.56% | 45 |
|
2023
Q1 | $966K | Buy |
25,839
+639
| +3% | +$23.9K | 0.6% | 43 |
|
2022
Q4 | $931K | Buy |
25,200
+1,810
| +8% | +$66.8K | 0.57% | 42 |
|
2022
Q3 | $842K | Buy |
23,390
+2,422
| +12% | +$87.2K | 0.54% | 43 |
|
2022
Q2 | $857K | Buy |
20,968
+2,208
| +12% | +$90.2K | 0.54% | 44 |
|
2022
Q1 | $906K | Buy |
18,760
+1,104
| +6% | +$53.3K | 0.47% | 49 |
|
2021
Q4 | $915K | Buy |
+17,656
| New | +$915K | 0.47% | 52 |
|