Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-95
| Closed | -$4K | – | 779 |
|
|
2020
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 759 |
|
|
2019
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 794 |
|
|
2019
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 845 |
|
|
2019
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 929 |
|
|
2019
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 1145 |
|
|
2018
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q3 | $4K | Sell |
95
-50
| -34% | -$2.11K | ﹤0.01% | 1127 |
|
|
2018
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q4 | $6K | Hold |
145
| – | – | ﹤0.01% | 1139 |
|
|
2017
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 1158 |
|
|
2017
Q2 | $6K | Sell |
145
-50
| -26% | -$2.07K | ﹤0.01% | 1141 |
|
|
2017
Q1 | $8K | Buy |
195
+95
| +95% | +$3.9K | ﹤0.01% | 1088 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1232 |
|
|
2016
Q3 | $3K | Sell |
100
-1,400
| -93% | -$42K | ﹤0.01% | 1241 |
|
|
2016
Q2 | $51K | Buy |
1,500
+1,000
| +200% | +$34K | 0.01% | 530 |
|
|
2016
Q1 | $17K | Buy |
+500
| New | +$17K | 0.01% | 617 |
|