ACG Wealth’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
2022
Q3
Sell
-2,959
Closed -$121K 1033
2022
Q2
$121K Buy
+2,959
New +$121K 0.02% 305
2016
Q4
Sell
-42,320
Closed -$1.39M 274
2016
Q3
$1.39M Buy
+42,320
New +$1.39M 0.3% 91