Hefty Wealth Partners’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
2018
Q1
$37K Buy
+827
New +$37K 0.02% 155
2017
Q1
Sell
-1,362
Closed -$60K 271
2016
Q4
$60K Buy
+1,362
New +$60K 0.05% 108
2016
Q3
Sell
-1,086
Closed -$45K 260
2016
Q2
$45K Buy
+1,086
New +$45K 0.04% 112