Moulton Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$478K Buy
2024
Q3
$243K Buy
2022
Q1
Sell
2021
Q4
$3.46M Sell
2021
Q3
$3.06M Sell
2021
Q2
$5.36M Sell
2021
Q1
$5.75M Buy