Beaumont Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-20,341	Closed	-$1.05M	–	390
2021 Q4	$1.05M	Sell	20,341 -3,309	-14%	-$159K	0.08%	140
2021 Q3	$1.05M	Sell	23,650 -2,463	-9%	-$114K	0.08%	136
2021 Q2	$1.16M	Sell	26,113 -5,333	-17%	-$229K	0.09%	131
2021 Q1	$1.24M	Sell	31,446 -207,764	-87%	-$7.81M	0.11%	128
2020 Q4	$8.74M	Sell	239,210 -17,832	-7%	-$647K	0.78%	36
2020 Q3	$9.06M	Buy	257,042 +232,754	+958%	+$8.3M	0.87%	31
2020 Q2	$845K	Buy	+24,288	New	+$821K	0.09%	148
2020 Q1	–	Sell	-65,865	Closed	-$2.55M	–	297
2019 Q4	$2.55M	Sell	65,865 -1,083	-2%	-$41.9K	0.25%	77
2019 Q3	$2.63M	Sell	66,948 -4,883	-7%	-$187K	0.26%	82
2019 Q2	$2.64M	Sell	71,831 -6,255	-8%	-$229K	0.27%	77
2019 Q1	$2.83M	Buy	+78,086	New	+$2.66M	0.3%	73
2018 Q4	–	Sell	-104,041	Closed	-$3.39M	–	243
2018 Q3	$3.39M	Sell	104,041 -59,901	-37%	-$1.99M	0.34%	66
2018 Q2	$5.36M	Buy	+163,942	New	+$5.13M	0.57%	47
2018 Q1	–	Sell	-125,162	Closed	-$4.12M	–	225
2017 Q4	$4.12M	Sell	125,162 -15,895	-11%	-$524K	0.48%	57
2017 Q3	$4.55M	Sell	141,057 -475	-0.3%	-$15.4K	0.57%	54
2017 Q2	$4.56M	Sell	141,532 -1,803	-1%	-$57.7K	0.59%	54
2017 Q1	$4.53M	Buy	+143,335	New	+$4.47M	0.62%	55
2016 Q4	–	Sell	-145,757	Closed	-$4.78M	–	168
2016 Q3	$4.78M	Buy	+145,757	New	+$4.89M	0.76%	53