Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,050
| Closed | -$1.73M | – | 791 |
|
|
2023
Q4 | $1.73M | Buy |
18,050
+4,143
| +30% | +$396K | 0.11% | 190 |
|
|
2023
Q3 | $1.06M | Buy |
13,907
+7,520
| +118% | +$576K | 0.08% | 255 |
|
|
2023
Q2 | $513K | Sell |
6,387
-70
| -1% | -$5.62K | 0.04% | 394 |
|
|
2023
Q1 | $438K | Buy |
+6,457
| New | +$438K | 0.03% | 450 |
|
|
2022
Q2 | – | Sell |
-4,803
| Closed | -$304K | – | 796 |
|
|
2022
Q1 | $304K | Buy |
+4,803
| New | +$304K | 0.02% | 573 |
|
|
2020
Q3 | – | Sell |
-78,863
| Closed | -$2.43M | – | 672 |
|
|
2020
Q2 | $2.43M | Buy |
+78,863
| New | +$2.43M | 0.23% | 98 |
|