CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$67K | – | 713 |
|
|
2022
Q2 | $67K | Hold |
1,600
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $72K | Hold |
1,600
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $73K | Buy |
+1,600
| New | +$73K | 0.01% | 163 |
|
|
2021
Q1 | – | Sell |
-1,600
| Closed | -$83K | – | 510 |
|
|
2020
Q4 | $83K | Buy |
+1,600
| New | +$83K | 0.06% | 124 |
|