Alta Wealth Advisors’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
2023
Q4
Sell
-7,512
Closed -$256K 139
2023
Q3
$256K Sell
7,512
-823
-10% -$28K 0.16% 117
2023
Q2
$314K Buy
8,335
+604
+8% +$22.8K 0.18% 115
2023
Q1
$289K Buy
7,731
+1,641
+27% +$61.3K 0.18% 123
2022
Q4
$225K Buy
+6,090
New +$225K 0.15% 136