Harrison & Co Wealth 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
2022
Q4
$695K Sell
18,807
-3,030
-14% -$112K 0.67% 62
2022
Q3
$786K Buy
21,837
+2,983
+16% +$107K 0.83% 46
2022
Q2
$770K Sell
18,854
-1,044
-5% -$42.6K 0.73% 62
2022
Q1
$961K Buy
19,898
+2,503
+14% +$121K 0.84% 44
2021
Q4
$901K Buy
+17,395
New +$901K 0.76% 55