Primoris Wealth 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	-37,600	Closed	-$1.68M	–	110
2024 Q3	$1.68M	Buy	+37,600	New	+$1.68M	1.22%	28
2022 Q3	–	Sell	-7,250	Closed	-$296K	–	81
2022 Q2	$296K	Buy	+7,250	New	+$296K	0.43%	54