Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,125
| Closed | -$249K | – | 1635 |
|
|
2023
Q2 | $249K | Buy |
+1,125
| New | +$249K | ﹤0.01% | 1319 |
|
|
2022
Q2 | – | Sell |
-1,027
| Closed | -$213K | – | 1084 |
|
|
2022
Q1 | $213K | Sell |
1,027
-40
| -4% | -$8.3K | 0.01% | 857 |
|
|
2021
Q4 | $259K | Buy |
1,067
+40
| +4% | +$9.71K | 0.01% | 843 |
|
|
2021
Q3 | $203K | Buy |
+1,027
| New | +$203K | 0.01% | 899 |
|