Atria Wealth Solutions’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
$393K Sell
3,985
-138
-3% -$13.6K 0.01% 1032
2025
Q1
$400K Buy
4,123
+122
+3% +$11.8K ﹤0.01% 1306
2024
Q4
$418K Sell
4,001
-5,244
-57% -$548K ﹤0.01% 1343
2024
Q3
$1.15M Sell
9,245
-13,528
-59% -$1.69M 0.01% 857
2024
Q2
$2.3M Sell
22,773
-1,255
-5% -$127K 0.03% 583
2024
Q1
$2.68M Buy
24,028
+16,853
+235% +$1.88M 0.03% 533
2023
Q4
$686K Sell
7,175
-24,743
-78% -$2.37M 0.01% 1037
2023
Q3
$2.44M Sell
31,918
-16,128
-34% -$1.23M 0.03% 494
2023
Q2
$3.86M Buy
48,046
+37,141
+341% +$2.98M 0.05% 360
2023
Q1
$739K Buy
10,905
+4,874
+81% +$330K 0.01% 941
2022
Q4
$364K Sell
6,031
-120
-2% -$7.24K 0.01% 1243
2022
Q3
$336K Sell
6,151
-4,700
-43% -$257K 0.01% 1226
2022
Q2
$594K Sell
10,851
-7,695
-41% -$421K 0.01% 866
2022
Q1
$1.17M Buy
+18,546
New +$1.17M 0.02% 667