Atria Wealth Solutions’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Sell	3,985 -138	-3%	-$13.1K	0.01%	1033
2025 Q1	$400K	Buy	4,123 +122	+3%	+$12.7K	﹤0.01%	1314
2024 Q4	$418K	Sell	4,001 -5,244	-57%	-$615K	﹤0.01%	1362
2024 Q3	$1.15M	Sell	9,245 -13,528	-59%	-$1.53M	0.01%	863
2024 Q2	$2.3M	Sell	22,773 -1,255	-5%	-$131K	0.03%	585
2024 Q1	$2.68M	Buy	24,028 +16,853	+235%	+$1.68M	0.03%	535
2023 Q4	$686K	Sell	7,175 -24,743	-78%	-$2.01M	0.01%	1047
2023 Q3	$2.44M	Sell	31,918 -16,128	-34%	-$1.31M	0.03%	495
2023 Q2	$3.86M	Buy	48,046 +37,141	+341%	+$2.66M	0.05%	361
2023 Q1	$739K	Buy	10,905 +4,874	+81%	+$326K	0.01%	943
2022 Q4	$364K	Sell	6,031 -120	-2%	-$7.13K	0.01%	1251
2022 Q3	$336K	Sell	6,151 -4,700	-43%	-$285K	0.01%	1234
2022 Q2	$594K	Sell	10,851 -7,695	-41%	-$463K	0.01%	891
2022 Q1	$1.17M	Buy	+18,546	New	+$1.34M	0.02%	667