Concert Wealth Management’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-388
| Closed | -$17K | – | 942 |
|
|
2016
Q3 | $17K | Buy |
+388
| New | +$17K | ﹤0.01% | 912 |
|
|
2014
Q2 | – | Sell |
-5,008
| Closed | -$229K | – | 587 |
|
|
2014
Q1 | $229K | Sell |
5,008
-6,252
| -56% | -$286K | 0.03% | 473 |
|
|
2013
Q4 | $499K | Sell |
11,260
-2,156
| -16% | -$95.5K | 0.06% | 256 |
|
|
2013
Q3 | $515K | Buy |
13,416
+6,334
| +89% | +$243K | 0.07% | 247 |
|
|
2013
Q2 | $250K | Buy |
+7,082
| New | +$250K | 0.04% | 388 |
|