Signify Wealth’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
Q1
Sell
-13,705
Closed -$549K 34
2023
Q4
$549K Buy
13,705
+6,132
+81% +$246K 0.83% 21
2023
Q3
$258K Sell
7,573
-60,771
-89% -$2.07M 0.35% 35
2023
Q2
$2.58M Buy
+68,344
New +$2.58M 2.22% 18
2023
Q1
Sell
-69,889
Closed -$2.58M 31
2022
Q4
$2.58M Buy
+69,889
New +$2.58M 2.26% 16