BDWM
Brewin Dolphin Wealth Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,700
| Closed | -$70.7K | – | 201 |
|
|
2019
Q1 | $70.7K | Hold |
1,700
| – | – | 0.04% | 104 |
|
|
2018
Q4 | $62.3K | Hold |
1,700
| – | – | 0.04% | 100 |
|
|
2018
Q3 | $82.6K | Hold |
1,700
| – | – | 0.04% | 96 |
|
|
2018
Q2 | $73.1K | Sell |
1,700
-690
| -29% | -$29.7K | 0.04% | 101 |
|
|
2018
Q1 | $100K | Hold |
2,390
| – | – | 0.06% | 89 |
|
|
2017
Q4 | $104K | Hold |
2,390
| – | – | 0.07% | 86 |
|
|
2017
Q3 | $102K | Buy |
+2,390
| New | +$102K | 0.07% | 78 |
|