GGM Wealth Advisors’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
Q4
Sell
-91,768
Closed -$4.1M 164
2024
Q3
$4.1M Sell
91,768
-263
-0.3% -$11.7K 1.77% 14
2024
Q2
$3.53M Buy
+92,031
New +$3.53M 1.62% 17
2024
Q1
Sell
-97,882
Closed -$3.77M 151
2023
Q4
$3.77M Buy
+97,882
New +$3.77M 1.56% 17