GWMIA
Global Wealth Management Investment Advisory’s SPDR S&P Retail ETF XRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25
| Closed | -$2K | – | 532 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 587 |
|
|
2019
Q3 | $1K | Sell |
25
-31
| -55% | -$1.24K | ﹤0.01% | 618 |
|
|
2019
Q2 | $2K | Sell |
56
-1,093
| -95% | -$39K | ﹤0.01% | 601 |
|
|
2019
Q1 | $52K | Sell |
1,149
-1,502
| -57% | -$68K | 0.03% | 202 |
|
|
2018
Q4 | $109K | Buy |
+2,651
| New | +$109K | 0.06% | 165 |
|