BDO Wealth Advisors’s SPDR S&P Retail ETF XRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.9K | Hold |
390
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $24.7K | Hold |
390
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $23.6K | Hold |
390
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $22K | Hold |
390
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $23K | Hold |
390
| – | – | ﹤0.01% | 538 |
|
|
2022
Q1 | $29K | Hold |
390
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $35K | Hold |
390
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $35K | Sell |
390
-150
| -28% | -$13.5K | ﹤0.01% | 503 |
|
|
2021
Q2 | $53K | Hold |
540
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $48K | Buy |
+540
| New | +$48K | 0.01% | 462 |
|
|
2017
Q3 | – | Sell |
-53
| Closed | -$2K | – | 561 |
|
|
2017
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 524 |
|