Reilly Financial 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
2021
Q4
$0 Buy
+3
New ﹤0.01% 1213
2021
Q3
Sell
-16
Closed -$1K 1074
2021
Q2
$1K Buy
+16
New +$1K ﹤0.01% 976
2020
Q3
Sell
-159
Closed -$6K 948
2020
Q2
$6K Buy
159
+1
+0.6% +$38 ﹤0.01% 683
2020
Q1
$5K Buy
158
+1
+0.6% +$32 ﹤0.01% 696
2019
Q4
$6K Buy
157
+2
+1% +$76 ﹤0.01% 724
2019
Q3
$6K Buy
155
+1
+0.6% +$39 ﹤0.01% 732
2019
Q2
$6K Buy
+154
New +$6K ﹤0.01% 760
2017
Q4
Sell
-19
Closed -$1K 1035
2017
Q3
$1K Sell
19
-151
-89% -$7.95K ﹤0.01% 974
2017
Q2
$5K Buy
+170
New +$5K ﹤0.01% 780