Mosaic Family Wealth’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-286
| Closed | -$12K | – | 617 |
|
|
2019
Q1 | $12K | Hold |
286
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $10K | Hold |
286
| – | – | ﹤0.01% | 490 |
|
|
2018
Q3 | $13K | Hold |
286
| – | – | 0.01% | 480 |
|
|
2018
Q2 | $12K | Hold |
286
| – | – | ﹤0.01% | 516 |
|
|
2018
Q1 | $12K | Hold |
286
| – | – | ﹤0.01% | 508 |
|
|
2017
Q4 | $12K | Hold |
286
| – | – | ﹤0.01% | 511 |
|
|
2017
Q3 | $12K | Hold |
286
| – | – | ﹤0.01% | 545 |
|
|
2017
Q2 | $12K | Hold |
286
| – | – | 0.01% | 474 |
|
|
2017
Q1 | $12K | Hold |
286
| – | – | 0.01% | 491 |
|
|
2016
Q4 | $11K | Hold |
286
| – | – | 0.01% | 490 |
|
|
2016
Q3 | $13K | Sell |
286
-1
| -0.3% | -$45 | 0.01% | 489 |
|
|
2016
Q2 | $12K | Buy |
287
+1
| +0.3% | +$42 | 0.01% | 511 |
|
|
2016
Q1 | $11K | Hold |
286
| – | – | 0.01% | 519 |
|
|
2015
Q4 | $14K | Buy |
+286
| New | +$14K | 0.01% | 491 |
|