HCIA
Hochman Cole Investment Advisors’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.5M | Sell |
52,630
-1,710
| -3% | -$81.1K | 0.98% | 24 |
|
|
2021
Q2 | $2.81M | Sell |
54,340
-552
| -1% | -$28.6K | 1.12% | 23 |
|
|
2021
Q1 | $2.76M | Sell |
54,892
-886
| -2% | -$44.6K | 1.16% | 23 |
|
|
2020
Q4 | $2.9M | Sell |
55,778
-1,326
| -2% | -$69K | 1.25% | 24 |
|
|
2020
Q3 | $2.48M | Buy |
57,104
+84
| +0.1% | +$3.65K | 1.22% | 24 |
|
|
2020
Q2 | $2.45M | Sell |
57,020
-207
| -0.4% | -$8.9K | 1.35% | 24 |
|
|
2020
Q1 | $2.06M | Sell |
57,227
-1,588
| -3% | -$57.3K | 1.42% | 23 |
|
|
2019
Q4 | $2.69M | Sell |
58,815
-8,058
| -12% | -$368K | 1.46% | 21 |
|
|
2019
Q3 | $2.38M | Sell |
66,873
-4,920
| -7% | -$175K | 1.49% | 21 |
|
|
2019
Q2 | $2.86M | Sell |
71,793
-820
| -1% | -$32.7K | 1.71% | 16 |
|
|
2019
Q1 | $3.02M | Buy |
72,613
+1,716
| +2% | +$71.3K | 1.8% | 16 |
|
|
2018
Q4 | $2.6M | Buy |
70,897
+3,078
| +5% | +$113K | 1.79% | 18 |
|
|
2018
Q3 | $3.29M | Sell |
67,819
-950
| -1% | -$46.1K | 2.05% | 15 |
|
|
2018
Q2 | $2.96M | Sell |
68,769
-1,358
| -2% | -$58.4K | 1.94% | 16 |
|
|
2018
Q1 | $2.94M | Sell |
70,127
-1,390
| -2% | -$58.2K | 2.05% | 15 |
|
|
2017
Q4 | $3.11M | Buy |
71,517
+864
| +1% | +$37.6K | 1.96% | 15 |
|
|
2017
Q3 | $3.01M | Sell |
70,653
-933
| -1% | -$39.7K | 1.97% | 17 |
|
|
2017
Q2 | $3.08M | Buy |
71,586
+3,090
| +5% | +$133K | 2.13% | 15 |
|
|
2017
Q1 | $2.87M | Sell |
68,496
-3,305
| -5% | -$138K | 2.08% | 16 |
|
|
2016
Q4 | $2.81M | Buy |
71,801
+1,419
| +2% | +$55.5K | 2.03% | 16 |
|
|
2016
Q3 | $3.11M | Buy |
70,382
+1,621
| +2% | +$71.6K | 2.32% | 14 |
|
|
2016
Q2 | $2.87M | Buy |
68,761
+98
| +0.1% | +$4.1K | 2.35% | 14 |
|
|
2016
Q1 | $2.76M | Buy |
68,663
+4
| +0% | +$161 | 2.36% | 15 |
|
|
2015
Q4 | $3.52M | Buy |
+68,659
| New | +$3.52M | 2.98% | 9 |
|