Foundations Investment Advisors’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
Q4
Sell
-6,030
Closed -$751K 894
2024
Q3
$751K Sell
6,030
-1,393
-19% -$174K 0.02% 418
2024
Q2
$750K Sell
7,423
-789
-10% -$79.8K 0.02% 405
2024
Q1
$916K Buy
+8,212
New +$916K 0.02% 333