Perennial Investment Advisors’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
2024
Q4
Sell
-6,004
Closed -$268K 422
2024
Q3
$268K Sell
6,004
-789
-12% -$35.2K 0.03% 306
2024
Q2
$261K Buy
+6,793
New +$261K 0.04% 293