PWAG
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Polaris Wealth Advisory Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-191,850
Closed -$8.54M 204
2021
Q2
$8.54M Buy
+191,850
New +$8.54M 0.51% 64
2018
Q3
Sell
-16
Closed 546
2018
Q2
$0 Hold
16
﹤0.01% 437
2018
Q1
$0 Buy
+16
New ﹤0.01% 471