PWS
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Private Wealth Strategies’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,665
Closed -$225K 80
2022
Q1
$225K Buy
4,665
+667
+17% +$32.2K 0.06% 72
2021
Q4
$207K Buy
+3,998
New +$207K 0.05% 73