Fulcrum Equity Management’s SPDR S&P Retail ETF XRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-27,460
Closed -$2.48M 199
2021
Q4
$2.48M Sell
27,460
-1,393
-5% -$126K 0.93% 41
2021
Q3
$2.61M Sell
28,853
-919
-3% -$83K 1.01% 33
2021
Q2
$2.9M Buy
29,772
+24,697
+487% +$2.4M 1.08% 17
2021
Q1
$453K Buy
+5,075
New +$453K 0.18% 109