Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,190
| Closed | -$49K | – | 2133 |
|
|
2019
Q1 | $49K | Hold |
1,190
| – | – | ﹤0.01% | 908 |
|
|
2018
Q4 | $44K | Hold |
1,190
| – | – | ﹤0.01% | 919 |
|
|
2018
Q3 | $58K | Hold |
1,190
| – | – | ﹤0.01% | 916 |
|
|
2018
Q2 | $51K | Hold |
1,190
| – | – | ﹤0.01% | 973 |
|
|
2018
Q1 | $50K | Buy |
1,190
+500
| +72% | +$21K | ﹤0.01% | 985 |
|
|
2017
Q4 | $30K | Hold |
690
| – | – | ﹤0.01% | 1197 |
|
|
2017
Q3 | $29K | Hold |
690
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q2 | $30K | Buy |
+690
| New | +$30K | ﹤0.01% | 1127 |
|