HB 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
2025
Q2
$355K Buy
3,600
+200
+6% +$19.7K ﹤0.01% 861
2025
Q1
$329K Sell
3,400
-1,084
-24% -$105K ﹤0.01% 910
2024
Q4
$469K Buy
4,484
+800
+22% +$83.6K ﹤0.01% 634
2024
Q3
$459K Hold
3,684
﹤0.01% 606
2024
Q2
$372K Buy
3,684
+684
+23% +$69.1K ﹤0.01% 628
2024
Q1
$335K Hold
3,000
﹤0.01% 624
2023
Q4
$287K Hold
3,000
﹤0.01% 629
2023
Q3
$230K Hold
3,000
﹤0.01% 659
2023
Q2
$241K Hold
3,000
﹤0.01% 615
2023
Q1
$203K Buy
+3,000
New +$203K ﹤0.01% 671