Lowery Thomas LLC’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
-43,284
Closed -$1.56M 45
2022
Q3
$1.56M Sell
43,284
-9,524
-18% -$343K 1.82% 20
2022
Q2
$2.16M Sell
52,808
-14,742
-22% -$602K 2.06% 19
2022
Q1
$3.26M Buy
67,550
+5,049
+8% +$244K 2.53% 17
2021
Q4
$3.24M Buy
+62,501
New +$3.24M 2.23% 19