Clearstead Advisors’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 | $184K | Hold |
1,865
| – | – | ﹤0.01% | 910 |
|
|
2025
Q1 | $181K | Hold |
1,865
| – | – | ﹤0.01% | 854 |
|
|
2024
Q4 | $195K | Sell |
1,865
-404
| -18% | -$42.2K | ﹤0.01% | 866 |
|
|
2024
Q3 | $283K | Hold |
2,269
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $229K | Hold |
2,269
| – | – | ﹤0.01% | 778 |
|
|
2024
Q1 | $242K | Hold |
2,269
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $217K | Sell |
2,269
-2,269
| -50% | -$217K | 0.01% | 444 |
|
|
2023
Q3 | $347K | Buy |
4,538
+2,269
| +100% | +$174K | 0.01% | 454 |
|
|
2023
Q2 | $182K | Hold |
2,269
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $154K | Hold |
2,269
| – | – | 0.01% | 435 |
|
|
2022
Q4 | $137K | Hold |
2,269
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $124K | Buy |
+2,269
| New | +$124K | 0.01% | 433 |
|