Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-337
| Closed | -$11K | – | 245 |
|
|
2018
Q4 | $11K | Sell |
337
-245
| -42% | -$8K | ﹤0.01% | 182 |
|
|
2018
Q3 | $22K | Sell |
582
-250
| -30% | -$9.45K | 0.01% | 165 |
|
|
2018
Q2 | $33K | Hold |
832
| – | – | 0.01% | 149 |
|
|
2018
Q1 | $34K | Sell |
832
-37
| -4% | -$1.51K | 0.01% | 138 |
|
|
2017
Q4 | $38K | Hold |
869
| – | – | 0.01% | 145 |
|
|
2017
Q3 | $35K | Hold |
869
| – | – | 0.01% | 104 |
|
|
2017
Q2 | $33K | Buy |
869
+374
| +76% | +$14.2K | 0.01% | 144 |
|
|
2017
Q1 | $18K | Sell |
495
-625
| -56% | -$22.7K | 0.01% | 176 |
|
|
2016
Q4 | $38K | Buy |
+1,120
| New | +$38K | 0.02% | 140 |
|