AE Wealth Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
452
| – | – | ﹤0.01% | 1779 |
|
|
2025
Q1 | $19.8K | Buy |
452
+250
| +124% | +$10.9K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $8.67K | Buy |
+202
| New | +$8.67K | ﹤0.01% | 1861 |
|
|
2024
Q1 | – | Sell |
-14,546
| Closed | -$615K | – | 2024 |
|
|
2023
Q4 | $615K | Buy |
14,546
+2,288
| +19% | +$96.8K | ﹤0.01% | 1334 |
|
|
2023
Q3 | $487K | Buy |
12,258
+292
| +2% | +$11.6K | ﹤0.01% | 1394 |
|
|
2023
Q2 | $490K | Sell |
11,966
-5,692
| -32% | -$233K | ﹤0.01% | 1404 |
|
|
2023
Q1 | $724K | Buy |
17,658
+1,055
| +6% | +$43.3K | ﹤0.01% | 1177 |
|
|
2022
Q4 | $680K | Sell |
16,603
-10,278
| -38% | -$421K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $1.08M | Buy |
26,881
+10,530
| +64% | +$423K | 0.01% | 912 |
|
|
2022
Q2 | $687K | Sell |
16,351
-125
| -0.8% | -$5.25K | 0.01% | 1039 |
|
|
2022
Q1 | $746K | Buy |
+16,476
| New | +$746K | 0.01% | 1037 |
|
|
2020
Q2 | – | Sell |
-7,284
| Closed | -$263K | – | 1334 |
|
|
2020
Q1 | $263K | Buy |
+7,284
| New | +$263K | 0.01% | 917 |
|