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