Independent Wealth Network’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
Q2
Sell
-54,847
Closed -$2.65M 218
2022
Q1
$2.65M Sell
54,847
-513
-0.9% -$24.8K 1.68% 13
2021
Q4
$2.87M Buy
55,360
+13,616
+33% +$705K 1.77% 13
2021
Q3
$2.03M Buy
+41,744
New +$2.03M 1.33% 17