Elevation Wealth Partners’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 Q1	–	Sell	-370	Closed	-$15K	–	518
2024 Q4	$15K	Hold	370	–	–	0.01%	332
2024 Q3	$16.5K	Buy	+370	New	+$16.5K	0.01%	314