55I LLC’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.01M Sell
2022
Q2
$1.32M Buy
2022
Q1
$1.08M Sell
2021
Q4
$1.37M Sell
2021
Q3
$1.22M Buy
2021
Q2
$891K Buy
2021
Q1
$605K Buy
2020
Q4
$486K Buy
2020
Q3
$403K Sell
2020
Q2
$615K Buy
2020
Q1
Sell
2019
Q4
$356K Buy
2019
Q3
$348K Buy
2019
Q2
$227K Buy