Heritage Wealth Management (Arizona)’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $183K | Buy |
1,096
+548
| +100% | +$91.6K | 0.03% | 339 |
|
|
2022
Q3 | $83K | Sell |
548
-7
| -1% | -$1.06K | 0.03% | 346 |
|
|
2022
Q2 | $84.2K | Sell |
555
-27
| -5% | -$4.1K | 0.03% | 353 |
|
|
2022
Q1 | $121K | Buy |
+582
| New | +$121K | 0.03% | 343 |
|
|
2021
Q3 | $131K | Hold |
662
| – | – | 0.05% | 297 |
|
|
2021
Q2 | $127K | Hold |
662
| – | – | 0.05% | 300 |
|
|
2021
Q1 | $121K | Buy |
+662
| New | +$121K | 0.07% | 224 |
|