Arkadios Wealth Advisors’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 | $463K | Sell |
4,697
-39
| -0.8% | -$3.85K | 0.01% | 856 |
|
|
2025
Q1 | $459K | Buy |
4,736
+715
| +18% | +$69.3K | 0.02% | 734 |
|
|
2024
Q4 | $420K | Sell |
4,021
-465
| -10% | -$48.6K | 0.02% | 613 |
|
|
2024
Q3 | $559K | Buy |
4,486
+266
| +6% | +$33.1K | 0.03% | 504 |
|
|
2024
Q2 | $427K | Buy |
+4,220
| New | +$427K | 0.03% | 513 |
|
|
2022
Q1 | – | Sell |
-3,426
| Closed | -$294K | – | 631 |
|
|
2021
Q4 | $294K | Sell |
3,426
-69
| -2% | -$5.92K | 0.04% | 451 |
|
|
2021
Q3 | $250K | Hold |
3,495
| – | – | 0.04% | 448 |
|
|
2021
Q2 | $255K | Buy |
3,495
+3,195
| +1,065% | +$233K | 0.03% | 482 |
|
|
2021
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 959 |
|
|
2020
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $17.2K | Hold |
300
| – | – | 0.01% | 630 |
|
|
2020
Q2 | $13.6K | Hold |
300
| – | – | 0.01% | 619 |
|
|
2020
Q1 | $8.94K | Buy |
+300
| New | +$8.94K | 0.01% | 663 |
|