Chicago 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-96,013
| Closed | -$10M | – | 52 |
|
2024
Q4 | $10M | Buy |
96,013
+1,763
| +2% | +$184K | 5.21% | 10 |
|
2024
Q3 | $11.7M | Buy |
94,250
+957
| +1% | +$119K | 6.27% | 1 |
|
2024
Q2 | $9.43M | Sell |
93,293
-25,234
| -21% | -$2.55M | 5.42% | 10 |
|
2024
Q1 | $13.2M | Sell |
118,527
-614
| -0.5% | -$68.5K | 7.86% | 1 |
|
2023
Q4 | $11.4M | Sell |
119,141
-1,663
| -1% | -$159K | 7.79% | 1 |
|
2023
Q3 | $9.25M | Sell |
120,804
-1,735
| -1% | -$133K | 7.29% | 1 |
|
2023
Q2 | $9.84M | Buy |
+122,539
| New | +$9.84M | 7.5% | 1 |
|