Legacy Wealth Management (Idaho)’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
2025
Q2
$3.77K Buy
91
+57
+168% +$2.36K ﹤0.01% 427
2025
Q1
$1.42K Hold
34
﹤0.01% 587
2024
Q4
$1.43K Sell
34
-83
-71% -$3.48K ﹤0.01% 545
2024
Q3
$5.07K Buy
+117
New +$5.07K ﹤0.01% 382