Hefty Wealth Partners’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
2017
Q2
Sell
-1,644
Closed -$61K 261
2017
Q1
$61K Buy
1,644
+80
+5% +$2.97K 0.04% 120
2016
Q4
$52K Buy
1,564
+66
+4% +$2.19K 0.04% 118
2016
Q3
$50K Hold
1,498
0.04% 129
2016
Q2
$50K Buy
+1,498
New +$50K 0.04% 109