Heritage Wealth Management (Ohio)’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
Q3
Sell
-2,220
Closed -$217K 234
2024
Q2
$217K Buy
+2,220
New +$217K 0.07% 209