Appleton 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
2023
Q3
Sell
-6,833
Closed -$258K 44
2023
Q2
$258K Buy
6,833
+764
+13% +$28.8K 0.36% 28
2023
Q1
$227K Sell
6,069
-252
-4% -$9.42K 0.44% 30
2022
Q4
$233K Buy
+6,321
New +$233K 0.34% 34