IAG Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-44	Closed	-$1.83K	–	550
2025 Q2	$1.83K	Buy	+44	New	+$1.81K	﹤0.01%	444
2023 Q4	–	Sell	-801	Closed	-$27.3K	–	481
2023 Q3	$27.3K	Sell	801 -250	-24%	-$9.25K	0.01%	197
2023 Q2	$39.6K	Sell	1,051 -381	-27%	-$14.1K	0.01%	175
2023 Q1	$53.5K	Sell	1,432 -474	-25%	-$18.2K	0.01%	139
2022 Q4	$70.4K	Hold	1,906	–	–	0.02%	117
2022 Q3	$69K	Sell	1,906 -2,911	-60%	-$122K	0.02%	104
2022 Q2	$197K	Sell	4,817 -1,257	-21%	-$56.1K	0.06%	67
2022 Q1	$293K	Sell	6,074 -547	-8%	-$25.6K	0.09%	50
2021 Q4	$343K	Buy	6,621 +538	+9%	+$25.9K	0.11%	48
2021 Q3	$271K	Sell	6,083 -112	-2%	-$5.2K	0.1%	44
2021 Q2	$275K	Buy	6,195 +274	+5%	+$11.7K	0.1%	43
2021 Q1	$234K	Buy	5,921 +252	+4%	+$9.48K	0.09%	44
2020 Q4	$208K	Sell	5,669 -1,443	-20%	-$52.4K	0.08%	52
2020 Q3	$251K	Sell	7,112 -2,943	-29%	-$105K	0.12%	45
2020 Q2	$351K	Buy	+10,055	New	+$340K	0.17%	40