Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $629K | Sell |
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|
2016
Q4 | $637K | Sell |
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|
2016
Q3 | $816K | Sell |
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|
2016
Q2 | $793K | Sell |
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|
2016
Q1 | $900K | Buy |
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|
2015
Q4 | $792K | Buy |
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|
2015
Q3 | $749K | Buy |
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|
2015
Q2 | $550K | Buy |
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|
2015
Q1 | $260K | Buy |
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|
2014
Q4 | $344K | Buy |
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|
2014
Q3 | $283K | Sell |
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|
2014
Q2 | $305K | Sell |
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|
2014
Q1 | $384K | Sell |
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|
2013
Q4 | $606K | Buy |
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|
2013
Q3 | $480K | Sell |
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|
2013
Q2 | $449K | Buy |
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