FWA
FOCUS Wealth Advisors’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-47,367
| Closed | -$2.99M | – | 53 |
|
|
2022
Q1 | $2.99M | Buy |
47,367
+847
| +2% | +$53.5K | 1.78% | 12 |
|
|
2021
Q4 | $3.99M | Buy |
46,520
+1,921
| +4% | +$165K | 2.39% | 7 |
|
|
2021
Q3 | $3.2M | Buy |
44,599
+795
| +2% | +$57K | 2.17% | 9 |
|
|
2021
Q2 | $3.21M | Sell |
43,804
-6,976
| -14% | -$511K | 2.23% | 8 |
|
|
2021
Q1 | $3.64M | Sell |
50,780
-512
| -1% | -$36.7K | 2.68% | 7 |
|
|
2020
Q4 | $2.96M | Buy |
+51,292
| New | +$2.96M | 2.28% | 10 |
|