Fortis Capital 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
2024
Q1
Sell
-120,589
Closed -$4.83M 147
2023
Q4
$4.83M Buy
120,589
+7
+0% +$280 1.24% 14
2023
Q3
$4.11M Buy
+120,582
New +$4.11M 1.28% 14