Heritage Wealth Management (Arizona)’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
$2.07K Buy
56
+28
+100% +$1.03K ﹤0.01% 978
2022
Q3
$1K Hold
28
﹤0.01% 994
2022
Q2
$1.14K Hold
28
﹤0.01% 920
2022
Q1
$1K Buy
+28
New +$1K ﹤0.01% 964
2021
Q3
$1K Hold
28
﹤0.01% 876
2021
Q2
$1K Buy
+28
New +$1K ﹤0.01% 884