Curi 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
2022
Q1
Sell
-75
Closed -$3K 676
2021
Q4
$3K Buy
+75
New +$3K ﹤0.01% 405
2021
Q1
Sell
-114
Closed -$4K 506
2020
Q4
$4K Buy
+114
New +$4K ﹤0.01% 317