EPG Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-355	Closed	-$14.8K	–	421
2025 Q1	$14.8K	Buy	355 +3	+0.9%	+$125	﹤0.01%	351
2024 Q4	$14.3K	Buy	352 +3	+0.9%	+$130	﹤0.01%	356
2024 Q3	$15.6K	Buy	+349	New	+$14.7K	﹤0.01%	356
2024 Q2	–	Sell	-343	Closed	-$12.9K	–	382
2024 Q1	$13.6K	Buy	343 +3	+0.9%	+$117	﹤0.01%	377
2023 Q4	$12.8K	Buy	340 +3	+0.9%	+$108	﹤0.01%	363
2023 Q3	$11.5K	Buy	337 +3	+0.9%	+$111	﹤0.01%	357
2023 Q2	$12.6K	Sell	334 -2,271	-87%	-$83.8K	﹤0.01%	346
2023 Q1	$97.4K	Sell	2,605 -48	-2%	-$1.84K	0.03%	265
2022 Q4	$98K	Buy	2,653 +5	+0.2%	+$185	0.04%	235
2022 Q3	$95K	Buy	+2,648	New	+$111K	0.04%	230
2022 Q2	–	Sell	-3,534	Closed	-$171K	–	402
2022 Q1	$171K	Buy	3,534 +7	+0.2%	+$328	0.06%	242
2021 Q4	$183K	Buy	3,527 +10	+0.3%	+$481	0.06%	234
2021 Q3	$156K	Buy	+3,517	New	+$163K	0.06%	224
2020 Q2	–	Sell	-3,332	Closed	-$103K	–	794
2020 Q1	$103K	Buy	3,332 +3,260	+4,528%	+$122K	0.08%	173
2019 Q4	$3K	Buy	+72	New	+$2.79K	﹤0.01%	585