Capital Advisory Group Advisory Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-147
Closed -$6K 536
2020
Q2
$6K Buy
+147
New +$6.08K ﹤0.01% 364
2018
Q4
Sell
-171
Closed -$7.3K 430
2018
Q3
$8K Sell
171
-700
-80% -$33.2K 0.01% 264
2018
Q2
$37K Buy
871
+1
+0.1% +$42 0.03% 147
2018
Q1
$36K Buy
+870
New +$37.9K 0.03% 155

Other funds holding XPH

Capital Advisory Group Advisory Services's XPH Position: Q3 2020 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2020, closing a stake of 147 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in XPH in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2018. 72 funds tracked by Wall St. Rank hold XPH as of Q3 2020.

  • Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 147 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2020, an estimated $6K.
  • Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2018 and held it in 4 quarters.
  • Capital Advisory Group Advisory Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $37K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2020, filed 16 Nov 2020.