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