Bedell Frazier Investment Counselling’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
2025 Q2	$297K	Sell	7,160 -1,980	-22%	-$82K	0.07%	94
2025 Q1	$383K	Sell	9,140 -3,830	-30%	-$160K	0.1%	81
2024 Q4	$527K	Sell	12,970 -169,110	-93%	-$6.88M	0.13%	76
2024 Q3	$8.13M	Buy	+182,080	New	+$8.13M	1.94%	16