United Asset Strategies’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
2024
Q2
Sell
2024
Q1
$745K Buy
2021
Q4
Sell
2021
Q3
$1M Buy
2021
Q2
$989K Buy
2021
Q1
$769K Buy
2018
Q4
Sell
2018
Q3
$2.84M Buy
2017
Q2
Sell
2017
Q1
$339K Sell
2016
Q4
$520K Sell
2016
Q3
$527K Sell
2016
Q2
$559K Sell
2016
Q1
$633K Sell
2015
Q4
$657K Buy
2015
Q3
Sell
2015
Q2
$3.13M Sell
2015
Q1
$3.56M Sell
2014
Q4
$3.95M Buy