LPWM 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
2024
Q4
Sell
-4,776
Closed -$209K 81
2024
Q3
$209K Buy
+4,776
New +$209K 0.07% 75
2022
Q1
Sell
-3,989
Closed -$207K 70
2021
Q4
$207K Buy
+3,989
New +$207K 0.11% 67