Sugarloaf Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.71K | Hold |
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|
2024
Q3 | $2.64K | Hold |
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|
2024
Q2 | $2.55K | Hold |
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|
2024
Q1 | $2.69K | Hold |
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|
2023
Q4 | $2.46K | Hold |
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|
2023
Q3 | $2.07K | Hold |
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|
2023
Q2 | $2.17K | Sell |
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|
2023
Q1 | $2.28K | Hold |
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|
2022
Q4 | $2.18K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9 | Buy |
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