Bogart Wealth LLC’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
$2.8M Buy
28,447
+2,516
+10% +$248K 0.12% 107
2025
Q1
$2.51M Buy
25,931
+1,839
+8% +$178K 0.12% 105
2024
Q4
$2.52M Buy
24,092
+1,033
+4% +$108K 0.12% 105
2024
Q3
$2.87M Buy
23,059
+1,105
+5% +$138K 0.14% 105
2024
Q2
$2.22M Buy
+21,954
New +$2.22M 0.11% 107