Rowland Carmichael 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-752
| Closed | -$33K | – | 335 |
|
2017
Q4 | $33K | Hold |
752
| – | – | 0.02% | 291 |
|
2017
Q3 | $32K | Hold |
752
| – | – | 0.02% | 268 |
|
2017
Q2 | $32K | Hold |
752
| – | – | 0.02% | 262 |
|
2017
Q1 | $31K | Hold |
752
| – | – | 0.02% | 259 |
|
2016
Q4 | $29K | Hold |
752
| – | – | 0.02% | 275 |
|
2016
Q3 | $33K | Hold |
752
| – | – | 0.02% | 260 |
|
2016
Q2 | $31K | Hold |
752
| – | – | 0.02% | 268 |
|
2016
Q1 | $30K | Buy |
+752
| New | +$30K | 0.03% | 185 |
|