Baron 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
2023 Q3	–	Sell	-6,972	Closed	-$263K	–	153
2023 Q2	$263K	Sell	6,972 -268	-4%	-$10.1K	0.17%	105
2023 Q1	$271K	Buy	7,240 +33	+0.5%	+$1.23K	0.19%	93
2022 Q4	$266K	Buy	+7,207	New	+$266K	0.2%	94