Axxcess Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,635
| Closed | -$294K | – | 958 |
|
2024
Q1 | $294K | Sell |
2,635
-358
| -12% | -$39.9K | 0.01% | 669 |
|
2023
Q4 | $286K | Buy |
+2,993
| New | +$286K | 0.01% | 654 |
|
2023
Q3 | – | Sell |
-3,512
| Closed | -$282K | – | 851 |
|
2023
Q2 | $282K | Sell |
3,512
-435
| -11% | -$34.9K | 0.02% | 463 |
|
2023
Q1 | $267K | Buy |
+3,947
| New | +$267K | 0.02% | 506 |
|