Avitas 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
2024
Q4
Sell
-1,823
Closed -$227K 203
2024
Q3
$227K Buy
+1,823
New +$227K 0.03% 192
2020
Q1
Sell
-4,547
Closed -$207K 176
2019
Q4
$207K Sell
4,547
-74
-2% -$3.37K 0.05% 167
2019
Q3
$204K Buy
+4,621
New +$204K 0.06% 166