Envestnet Portfolio Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,722
| Closed | -$588K | – | 1806 |
|
2024
Q3 | $588K | Buy |
4,722
+1,462
| +45% | +$182K | ﹤0.01% | 1113 |
|
2024
Q2 | $330K | Sell |
3,260
-3,125
| -49% | -$316K | ﹤0.01% | 1333 |
|
2024
Q1 | $713K | Buy |
6,385
+2,105
| +49% | +$235K | ﹤0.01% | 969 |
|
2023
Q4 | $409K | Sell |
4,280
-4,207
| -50% | -$402K | ﹤0.01% | 1132 |
|
2023
Q3 | $650K | Buy |
+8,487
| New | +$650K | ﹤0.01% | 884 |
|