Adams Chetwood 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
2022
Q1
$3.88M Buy
80,275
+1,434
+2% +$69.3K 2.2% 11
2021
Q4
$4.09M Buy
78,841
+1,790
+2% +$92.7K 2.78% 9
2021
Q3
$3.43M Buy
77,051
+391
+0.5% +$17.4K 2.48% 11
2021
Q2
$3.4M Buy
76,660
+665
+0.9% +$29.5K 2.4% 9
2021
Q1
$3M Buy
+75,995
New +$3M 2.29% 9