GoalVest Advisory’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 Q3	–	Sell	-34,188	Closed	-$1.42M	–	327
2022 Q2	$1.42M	Buy	34,188 +460	+1%	+$19.1K	0.9%	29
2022 Q1	$1.63M	Buy	+33,728	New	+$1.63M	0.92%	33
2021 Q2	$1.43M	Buy	32,248 +6,952	+27%	+$308K	0.89%	32
2021 Q1	$999K	Buy	+25,296	New	+$999K	0.74%	43