Institute for Wealth Management’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
2022 Q2	–	Sell	-4,743	Closed	-$229K	–	562
2022 Q1	$229K	Sell	4,743 -27	-0.6%	-$1.27K	0.04%	487
2021 Q4	$247K	Sell	4,770 -59	-1%	-$2.84K	0.04%	420
2021 Q3	$215K	Hold	4,829	–	–	0.04%	452
2021 Q2	$214K	Buy	+4,829	New	+$207K	0.04%	451
2020 Q4	–	Sell	-11,869	Closed	-$419K	–	458
2020 Q3	$419K	Buy	11,869 +421	+4%	+$15K	0.1%	258
2020 Q2	$399K	Buy	11,448 +1,911	+20%	+$64.6K	0.1%	277
2020 Q1	$296K	Sell	9,537 -3,760	-28%	-$140K	0.09%	280
2019 Q4	$514K	Sell	13,297 -1,054	-7%	-$40.8K	0.12%	245
2019 Q3	$565K	Buy	14,351 +142	+1%	+$5.45K	0.14%	213
2019 Q2	$522K	Buy	14,209 +8,661	+156%	+$316K	0.12%	246
2019 Q1	$201K	Buy	+5,548	New	+$189K	0.04%	415
2017 Q3	–	Sell	-6,784	Closed	-$206K	–	400
2017 Q2	$206K	Buy	+6,784	New	+$217K	0.06%	375