Vertex Planning Partners’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
2023 Q4	–	Sell	-7,186	Closed	-$245K	–	157
2023 Q3	$245K	Sell	7,186 -3,933	-35%	-$134K	0.08%	119
2023 Q2	$419K	Buy	11,119 +765	+7%	+$28.8K	0.14%	76
2023 Q1	$387K	Sell	10,354 -6,703	-39%	-$251K	0.15%	75
2022 Q4	$630K	Buy	+17,057	New	+$630K	0.25%	56