Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,100
| Closed | -$212K | – | 186 |
|
|
2021
Q2 | $212K | Hold |
4,100
| – | – | 0.05% | 180 |
|
|
2021
Q1 | $206K | Hold |
4,100
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $213K | Buy |
+4,100
| New | +$213K | 0.05% | 166 |
|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$201K | – | 174 |
|
|
2019
Q4 | $201K | Buy |
+4,400
| New | +$201K | 0.06% | 170 |
|
|
2014
Q2 | – | Sell |
-5,906
| Closed | -$276K | – | 121 |
|
|
2014
Q1 | $276K | Sell |
5,906
-1,650
| -22% | -$77.1K | 0.17% | 100 |
|
|
2013
Q4 | $332K | Sell |
7,556
-5,730
| -43% | -$252K | 0.2% | 94 |
|
|
2013
Q3 | $511K | Sell |
13,286
-620
| -4% | -$23.8K | 0.33% | 74 |
|
|
2013
Q2 | $490K | Buy |
+13,906
| New | +$490K | 0.33% | 71 |
|