United Capital Financial 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
Q3 | – | Sell |
-77,674
| Closed | -$4.84M | – | 1326 |
|
|
2015
Q2 | $4.84M | Sell |
77,674
-13,304
| -15% | -$830K | 0.06% | 344 |
|
|
2015
Q1 | $5.33M | Buy |
90,978
+32,168
| +55% | +$1.89M | 0.07% | 317 |
|
|
2014
Q4 | $3.18M | Buy |
58,810
+8,634
| +17% | +$466K | 0.05% | 366 |
|
|
2014
Q3 | $2.66M | Buy |
50,176
+10,412
| +26% | +$552K | 0.05% | 370 |
|
|
2014
Q2 | $2.06M | Buy |
+39,764
| New | +$2.06M | 0.04% | 409 |
|