Private Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-511
| Closed | -$35.3K | – | 1613 |
|
|
2025
Q1 | $35.3K | Hold |
511
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $40.7K | Hold |
511
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $39.7K | Hold |
511
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $38.3K | Hold |
511
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $40.4K | Hold |
511
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $37K | Buy |
+511
| New | +$37K | 0.02% | 192 |
|