WP
XLRE icon

WMS Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,000
Closed -$259K 301
2021
Q4
$259K Hold
5,000
0.06% 168
2021
Q3
$222K Buy
+5,000
New +$222K 0.03% 246