CBIZ Investment Advisory Services’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
2024 Q4	–	Sell	-21	Closed	-$944	–	511
2024 Q3	$944	Sell	21 -24	-53%	-$1.08K	﹤0.01%	370
2024 Q2	$1.73K	Buy	+45	New	+$1.73K	﹤0.01%	340
2020 Q2	–	Hold	0	–	–	–	219
2020 Q1	–	Hold	0	–	–	–	238
2019 Q4	–	Hold	0	–	–	–	154