NEIRG Wealth Management’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
Q3
Sell
-6,001
Closed -$245K 149
2022
Q2
$245K Sell
6,001
-216,227
-97% -$8.83M 0.05% 127
2022
Q1
$10.7M Buy
222,228
+19,027
+9% +$919K 2.1% 14
2021
Q4
$10.5M Buy
+203,201
New +$10.5M 2.02% 15