Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-95
| Closed | -$7K | – | 1256 |
|
|
2024
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 890 |
|
|
2024
Q2 | $7K | Buy |
95
+75
| +375% | +$5.53K | ﹤0.01% | 894 |
|
|
2024
Q1 | $1.58K | Hold |
20
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q3 | $1.22K | Buy |
+20
| New | +$1.22K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1190 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1195 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1062 |
|
|
2022
Q1 | – | Sell |
-13,514
| Closed | -$1.22M | – | 207 |
|
|
2021
Q4 | $1.22M | Buy |
+13,514
| New | +$1.22M | 0.45% | 61 |
|