McKinley Carter Wealth Services’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
Q2
Sell
-4,407
Closed -$213K 309
2022
Q1
$213K Sell
4,407
-232
-5% -$11.2K 0.02% 278
2021
Q4
$240K Buy
+4,639
New +$240K 0.02% 270
2018
Q2
Sell
-45
Closed -$1K 402
2018
Q1
$1K Buy
+45
New +$1K ﹤0.01% 440