Copia 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
2025 Q2	$1.34M	Sell	32,285 -10,166	-24%	-$421K	1.13%	23
2025 Q1	$1.78M	Buy	42,451 +3,751	+10%	+$157K	1.64%	16
2024 Q4	$1.57M	Buy	+38,700	New	+$1.57M	1.5%	17