Finer Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,000
| Closed | -$402K | – | 85 |
|
2023
Q2 | $402K | Hold |
5,000
| – | – | 0.31% | 57 |
|
2023
Q1 | $339K | Hold |
5,000
| – | – | 0.29% | 64 |
|
2022
Q4 | $302K | Hold |
5,000
| – | – | 0.28% | 68 |
|
2022
Q3 | $273K | Hold |
5,000
| – | – | 0.27% | 68 |
|
2022
Q2 | $274K | Hold |
5,000
| – | – | 0.25% | 71 |
|
2022
Q1 | $316K | Hold |
5,000
| – | – | 0.26% | 69 |
|
2021
Q4 | $429K | Buy |
+5,000
| New | +$429K | 0.36% | 58 |
|