Fulcrum Equity 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
Q4 | – | Sell |
-19,622
| Closed | -$1.5M | – | 117 |
|
|
2023
Q3 | $1.5M | Sell |
19,622
-657
| -3% | -$50.3K | 1.76% | 9 |
|
|
2023
Q2 | $1.63M | Buy |
+20,279
| New | +$1.63M | 1.89% | 10 |
|
|
2022
Q1 | – | Sell |
-51,760
| Closed | -$4.44M | – | 196 |
|
|
2021
Q4 | $4.44M | Buy |
51,760
+10,711
| +26% | +$919K | 1.66% | 15 |
|
|
2021
Q3 | $2.95M | Sell |
41,049
-1,075
| -3% | -$77.2K | 1.14% | 19 |
|
|
2021
Q2 | $3.09M | Buy |
+42,124
| New | +$3.09M | 1.15% | 13 |
|