Dakota 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
2023
Q1
Sell
-8,203
Closed -$495K 643
2022
Q4
$495K Sell
8,203
-11,019
-57% -$665K 0.04% 353
2022
Q3
$1.05M Buy
+19,222
New +$1.05M 0.09% 207