Horizon Family Wealth’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
Sell
-6,720
Closed -$242K 62
2022
Q3
$242K Buy
6,720
+62
+0.9% +$2.23K 0.3% 46
2022
Q2
$272K Buy
6,658
+51
+0.8% +$2.08K 0.32% 44
2022
Q1
$319K Buy
+6,607
New +$319K 0.32% 45