IFP Advisors’s Hoya Capital Housing ETF HOMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-172
| Closed | -$6.11K | – | 3187 |
|
|
2023
Q3 | $6.11K | Buy |
172
+1
| +0.6% | +$36 | ﹤0.01% | 2435 |
|
|
2023
Q2 | $6.63K | Buy |
171
+1
| +0.6% | +$39 | ﹤0.01% | 2437 |
|
|
2023
Q1 | $4.23K | Buy |
170
+1
| +0.6% | +$25 | ﹤0.01% | 2637 |
|
|
2022
Q4 | $4K | Sell |
169
-49
| -22% | -$1.16K | ﹤0.01% | 3895 |
|
|
2022
Q3 | $5K | Buy |
218
+1
| +0.5% | +$23 | ﹤0.01% | 4034 |
|
|
2022
Q2 | $5K | Hold |
217
| – | – | ﹤0.01% | 3789 |
|
|
2022
Q1 | $5K | Buy |
217
+50
| +30% | +$1.15K | ﹤0.01% | 3789 |
|
|
2021
Q4 | $8K | Sell |
167
-167
| -50% | -$8K | ﹤0.01% | 2267 |
|
|
2021
Q3 | $14K | Hold |
334
| – | – | ﹤0.01% | 2080 |
|
|
2021
Q2 | $14K | Hold |
334
| – | – | ﹤0.01% | 2075 |
|
|
2021
Q1 | $12K | Hold |
334
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q4 | $10K | Hold |
334
| – | – | ﹤0.01% | 2069 |
|
|
2020
Q3 | $10K | Buy |
+334
| New | +$10K | ﹤0.01% | 1888 |
|