EFS
Essex Financial Services’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
2,620
| – | – | 0.02% | 588 |
|
|
2025
Q1 | $254K | Hold |
2,620
| – | – | 0.02% | 537 |
|
|
2024
Q4 | $274K | Hold |
2,620
| – | – | 0.02% | 512 |
|
|
2024
Q3 | $310K | Hold |
2,620
| – | – | 0.02% | 487 |
|
|
2024
Q2 | $282K | Sell |
2,620
-100
| -4% | -$10.8K | 0.02% | 499 |
|
|
2024
Q1 | $304K | Hold |
2,720
| – | – | 0.03% | 419 |
|
|
2023
Q4 | $260K | Sell |
2,720
-232
| -8% | -$22.2K | 0.03% | 427 |
|
|
2023
Q3 | $226K | Buy |
+2,952
| New | +$226K | 0.03% | 422 |
|