BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.9K | Hold |
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|
2023
Q1 | $24.7K | Hold |
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|
2022
Q4 | $23.6K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $48K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Buy |
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