Tandem Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2025
Q1
$373K Buy
2024
Q4
$289K Buy
2024
Q3
$296K Buy
2024
Q2
$254K Hold
2024
Q1
$261K Hold
2023
Q4
$265K Hold
2023
Q3
$225K Buy