Heritage Wealth Management (Arizona)’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
Q4 | $3.39K | Buy |
56
+28
| +100% | +$1.69K | ﹤0.01% | 926 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 909 |
|
|
2022
Q2 | $1.63K | Hold |
28
| – | – | ﹤0.01% | 900 |
|
|
2022
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 919 |
|
|
2021
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 705 |
|