AG
Appleton Group’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-26,788
| Closed | -$1.03M | – | 26 |
|
|
2018
Q3 | $1.03M | Buy |
+26,788
| New | +$1.03M | 1.09% | 12 |
|
|
2018
Q1 | – | Sell |
-23,135
| Closed | -$1.02M | – | 37 |
|
|
2017
Q4 | $1.02M | Sell |
23,135
-537
| -2% | -$23.8K | 1.02% | 16 |
|
|
2017
Q3 | $943K | Buy |
23,672
+849
| +4% | +$33.8K | 1.01% | 16 |
|
|
2017
Q2 | $879K | Buy |
22,823
+4,362
| +24% | +$168K | 0.99% | 16 |
|
|
2017
Q1 | $687K | Buy |
18,461
+7,529
| +69% | +$280K | 0.79% | 16 |
|
|
2016
Q4 | $370K | Buy |
10,932
+2,280
| +26% | +$77.2K | 0.49% | 21 |
|
|
2016
Q3 | $294K | Buy |
8,652
+1,369
| +19% | +$46.5K | 0.35% | 25 |
|
|
2016
Q2 | $244K | Buy |
+7,283
| New | +$244K | 0.41% | 19 |
|
|
2014
Q4 | – | Sell |
-8,251
| Closed | -$244K | – | 26 |
|
|
2014
Q3 | $244K | Sell |
8,251
-1,838
| -18% | -$54.4K | 0.31% | 18 |
|
|
2014
Q2 | $330K | Buy |
10,089
+1,610
| +19% | +$52.7K | 0.37% | 16 |
|
|
2014
Q1 | $276K | Buy |
8,479
+1,936
| +30% | +$63K | 0.34% | 20 |
|
|
2013
Q4 | $218K | Buy |
+6,543
| New | +$218K | 0.29% | 16 |
|