Householder Group Estate & Retirement Specialist’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-380
| Closed | -$19K | – | 1249 |
|
|
2024
Q3 | $19K | Buy |
380
+1
| +0.3% | +$50 | 0.01% | 704 |
|
|
2024
Q2 | $19K | Buy |
379
+1
| +0.3% | +$50 | 0.01% | 693 |
|
|
2024
Q1 | $18.9K | Hold |
378
| – | – | 0.01% | 684 |
|
|
2023
Q4 | $17K | Hold |
378
| – | – | 0.01% | 670 |
|
|
2023
Q3 | $15.6K | Buy |
+378
| New | +$15.6K | 0.01% | 689 |
|
|
2023
Q1 | $15K | Buy |
+376
| New | +$15K | 0.01% | 707 |
|
|
2022
Q4 | – | Sell |
-374
| Closed | -$13K | – | 1188 |
|
|
2022
Q3 | $13K | Buy |
+374
| New | +$13K | 0.01% | 679 |
|