IAM Advisory’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
-2,539
Closed -$257K 109
2024
Q2
$257K Buy
2,539
+4
+0.2% +$404 0.07% 90
2024
Q1
$283K Buy
2,535
+4
+0.2% +$446 0.08% 83
2023
Q4
$242K Buy
+2,531
New +$242K 0.08% 85
2023
Q3
Sell
-2,942
Closed -$236K 110
2023
Q2
$236K Buy
+2,942
New +$236K 0.08% 82