Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-340
| Closed | -$31K | – | 1133 |
|
|
2021
Q3 | $31K | Hold |
340
| – | – | 0.01% | 534 |
|
|
2021
Q2 | $33K | Hold |
340
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $28K | Hold |
340
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $28K | Hold |
340
| – | – | 0.01% | 399 |
|
|
2020
Q3 | $17K | Hold |
340
| – | – | 0.01% | 432 |
|
|
2020
Q2 | $15K | Hold |
340
| – | – | 0.01% | 427 |
|
|
2020
Q1 | $10K | Hold |
340
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $16K | Hold |
340
| – | – | 0.01% | 452 |
|
|
2019
Q3 | $14K | Hold |
340
| – | – | 0.01% | 460 |
|
|
2019
Q2 | $14K | Hold |
340
| – | – | 0.01% | 470 |
|
|
2019
Q1 | $15K | Hold |
340
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $13K | Buy |
+340
| New | +$13K | 0.01% | 391 |
|