AssetMark Inc’s State Street SPDR S&P Retail ETF XRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $414K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $41.5K | Sell |
|
|||||
|
2024
Q3 | $48.3K | Sell |
|
|||||
|
2024
Q2 | $117K | Buy |
|
|||||
|
2024
Q1 | $20.7K | Hold |
|
|||||
|
2023
Q4 | $18.9K | Hold |
|
|||||
|
2023
Q3 | $15.9K | Hold |
|
|||||
|
2023
Q2 | $16.7K | Sell |
|
|||||
|
2023
Q1 | $17.8K | Buy |
|
|||||
|
2022
Q4 | $16.7K | Sell |
|
|||||
|
2022
Q3 | $16K | Hold |
|
|||||
|
2022
Q2 | $17K | Hold |
|
|||||
|
2022
Q1 | $22K | Sell |
|
|||||
|
2021
Q4 | $34K | Hold |
|
|||||
|
2021
Q3 | $34K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $2K | Buy |
|