Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,276
| Closed | -$59K | – | 892 |
|
|
2015
Q3 | $59K | Sell |
1,276
-164
| -11% | -$7.58K | 0.02% | 409 |
|
|
2015
Q2 | $89K | Hold |
1,440
| – | – | 0.02% | 351 |
|
|
2015
Q1 | $89K | Hold |
1,440
| – | – | 0.02% | 356 |
|
|
2014
Q4 | $78K | Hold |
1,440
| – | – | 0.02% | 343 |
|
|
2014
Q3 | $76K | Hold |
1,440
| – | – | 0.02% | 350 |
|
|
2014
Q2 | $75K | Hold |
1,440
| – | – | 0.03% | 318 |
|
|
2014
Q1 | $67K | Hold |
1,440
| – | – | 0.03% | 313 |
|
|
2013
Q4 | $63K | Buy |
1,440
+164
| +13% | +$7.18K | 0.04% | 263 |
|
|
2013
Q3 | $49K | Hold |
1,276
| – | – | 0.03% | 305 |
|
|
2013
Q2 | $45K | Buy |
+1,276
| New | +$45K | 0.02% | 307 |
|