Trinity 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
2022
Q3
Sell
-50,125
Closed -$2.05M 70
2022
Q2
$2.05M Buy
+50,125
New +$2.05M 1.51% 13
2021
Q1
Sell
-7,194
Closed -$265K 61
2020
Q4
$265K Buy
+7,194
New +$265K 0.24% 49