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 |
|