WMG Financial Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-836
| Closed | -$201K | – | 189 |
|
|
2024
Q3 | $201K | Sell |
836
-22
| -3% | -$5.29K | 0.09% | 162 |
|
|
2024
Q2 | $212K | Buy |
+858
| New | +$212K | 0.11% | 140 |
|
|
2022
Q2 | – | Sell |
-1,259
| Closed | -$262K | – | 186 |
|
|
2022
Q1 | $262K | Hold |
1,259
| – | – | 0.19% | 130 |
|
|
2021
Q4 | $306K | Buy |
+1,259
| New | +$306K | 0.24% | 112 |
|