Leicht Financial Planning & Wealth Management’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
-94,447
Closed -$3.4M 29
2022
Q3
$3.4M Buy
94,447
+3,300
+4% +$119K 2.43% 19
2022
Q2
$3.72M Buy
+91,147
New +$3.72M 2.52% 20
2021
Q3
Sell
-82,077
Closed -$3.79M 22
2021
Q2
$3.79M Buy
+82,077
New +$3.79M 2.3% 18