tru Independence’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,047	Closed	-$308K	–	123
2023 Q3	$308K	Sell	9,047 -329	-4%	-$12.2K	0.11%	100
2023 Q2	$353K	Sell	9,376 -141	-1%	-$5.2K	0.12%	93
2023 Q1	$356K	Sell	9,517 -1,649	-15%	-$63.3K	0.11%	92
2022 Q4	$412K	Buy	11,166 +103	+0.9%	+$3.8K	0.13%	89
2022 Q3	$398K	Sell	11,063 -466	-4%	-$19.5K	0.14%	87
2022 Q2	$471K	Sell	11,529 -1,014	-8%	-$45.2K	0.15%	92
2022 Q1	$606K	Sell	12,543 -59	-0.5%	-$2.77K	0.16%	91
2021 Q4	$653K	Sell	12,602 -118	-0.9%	-$5.68K	0.18%	87
2021 Q3	$565K	Sell	12,720 -448	-3%	-$20.8K	0.16%	94
2021 Q2	$584K	Sell	13,168 -944	-7%	-$40.5K	0.17%	72
2021 Q1	$557K	Buy	+14,112	New	+$531K	0.11%	167
2020 Q4	–	Sell	-31	Closed	-$1K	–	843
2020 Q3	$1K	Buy	+31	New	+$1.1K	﹤0.01%	310
2020 Q1	–	Sell	-19,779	Closed	-$613K	–	943
2019 Q4	$613K	Buy	+19,779	New	+$765K	0.09%	146