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