Novak Financial Planning’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
2021
Q2
$2.81M Buy
63,471
+3,198
+5% +$142K 1.38% 22
2021
Q1
$2.38M Buy
60,273
+12,676
+27% +$501K 1.31% 23
2020
Q4
$1.74M Buy
+47,597
New +$1.74M 1.02% 30