Marshall Financial Group (Maryland)’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
-37,376
Closed -$1.35M 201
2022
Q3
$1.35M Buy
37,376
+2,746
+8% +$98.9K 0.57% 46
2022
Q2
$1.42M Buy
34,630
+20,354
+143% +$832K 0.57% 51
2022
Q1
$690K Buy
14,276
+943
+7% +$45.6K 0.28% 130
2021
Q4
$691K Buy
+13,333
New +$691K 0.25% 135