Accel Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
6,897
-79
| -1% | -$7.79K | 0.23% | 102 |
|
|
2025
Q1 | $676K | Buy |
6,976
+1,619
| +30% | +$157K | 0.24% | 96 |
|
|
2024
Q4 | $560K | Buy |
5,357
+2,400
| +81% | +$251K | 0.21% | 116 |
|
|
2024
Q3 | $368K | Buy |
+2,957
| New | +$368K | 0.14% | 164 |
|
|
2022
Q1 | – | Sell |
-685
| Closed | -$59K | – | 974 |
|
|
2021
Q4 | $59K | Buy |
+685
| New | +$59K | 0.03% | 353 |
|
|
2021
Q3 | – | Sell |
-683
| Closed | -$50K | – | 895 |
|
|
2021
Q2 | $50K | Buy |
683
+1
| +0.1% | +$73 | 0.03% | 340 |
|
|
2021
Q1 | $48K | Buy |
682
+2
| +0.3% | +$141 | 0.04% | 326 |
|
|
2020
Q4 | $39K | Buy |
+680
| New | +$39K | 0.04% | 343 |
|