Simplicity 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
Q3
Sell
-26,763
Closed -$1.03M 1238
2024
Q2
$1.03M Buy
26,763
+111
+0.4% +$4.26K 0.02% 519
2024
Q1
$1.05M Buy
+26,652
New +$1.05M 0.03% 502