Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36K | Hold |
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|
2025
Q2 | $32.2K | Sell |
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|
2025
Q1 | $57.8K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $45.5K | Hold |
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|
2024
Q2 | $43.9K | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $193K | Sell |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $841K | Buy |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $926K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $25K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Sell |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $275K | Sell |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $691K | Buy |
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