PBMares 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
Q2
Sell
-4,742
Closed -$229K 168
2022
Q1
$229K Hold
4,742
0.14% 137
2021
Q4
$246K Hold
4,742
0.1% 139
2021
Q3
$211K Buy
+4,742
New +$211K 0.1% 144