Stonebridge Financial Planning Group’s SPDR S&P Retail ETF XRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $152K | Hold |
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|
2019
Q4 | $216K | Buy |
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