WealthCare Investment Partners’s SPDR S&P Transportation ETF XTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,080
| Closed | -$223K | – | 134 |
|
|
2023
Q1 | $223K | Sell |
3,080
-762
| -20% | -$55.2K | 0.14% | 114 |
|
|
2022
Q4 | $258K | Sell |
3,842
-6,704
| -64% | -$451K | 0.18% | 95 |
|
|
2022
Q3 | $671K | Sell |
10,546
-1,997
| -16% | -$127K | 0.56% | 48 |
|
|
2022
Q2 | $850K | Sell |
12,543
-2,176
| -15% | -$147K | 0.73% | 43 |
|
|
2022
Q1 | $1.21M | Buy |
14,719
+3,340
| +29% | +$275K | 1.08% | 25 |
|
|
2021
Q4 | $1.07M | Buy |
+11,379
| New | +$1.07M | 1.04% | 26 |
|