TrinityPoint 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
Q4
Sell
-20,155
Closed -$900K 354
2024
Q3
$900K Buy
+20,155
New +$900K 0.13% 159