IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91K | Hold |
60
| – | – | ﹤0.01% | 3250 |
|
|
2025
Q1 | $5.81K | Hold |
60
| – | – | ﹤0.01% | 2779 |
|
|
2024
Q4 | $6.27K | Hold |
60
| – | – | ﹤0.01% | 2707 |
|
|
2024
Q3 | $7.47K | Buy |
+60
| New | +$7.47K | ﹤0.01% | 2535 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.12K | – | 3575 |
|
|
2023
Q2 | – | Hold |
0
| – | -$630 | – | 3055 |
|
|
2023
Q1 | – | Sell |
-4,641
| Closed | -$185K | – | 3157 |
|
|
2022
Q4 | $185K | Sell |
4,641
-134
| -3% | -$5.34K | ﹤0.01% | 1397 |
|
|
2022
Q3 | $190K | Buy |
4,775
+128
| +3% | +$5.09K | 0.01% | 1445 |
|
|
2022
Q2 | $186K | Hold |
4,647
| – | – | 0.01% | 1314 |
|
|
2022
Q1 | $186K | Buy |
+4,647
| New | +$186K | 0.01% | 1314 |
|
|
2021
Q3 | – | Sell |
-95
| Closed | -$7K | – | 4665 |
|
|
2021
Q2 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 2357 |
|
|
2021
Q1 | – | Sell |
-454
| Closed | -$25K | – | 4332 |
|
|
2020
Q4 | $25K | Sell |
454
-337
| -43% | -$18.6K | ﹤0.01% | 1719 |
|
|
2020
Q3 | $40K | Sell |
791
-13
| -2% | -$657 | ﹤0.01% | 1373 |
|
|
2020
Q2 | $33K | Sell |
804
-649
| -45% | -$26.6K | ﹤0.01% | 1385 |
|
|
2020
Q1 | $47K | Sell |
1,453
-1,092
| -43% | -$35.3K | ﹤0.01% | 1147 |
|
|
2019
Q4 | $118K | Sell |
2,545
-313
| -11% | -$14.5K | 0.01% | 868 |
|
|
2019
Q3 | $128K | Buy |
+2,858
| New | +$128K | 0.01% | 938 |
|
|
2019
Q1 | $1K | Sell |
25
-715
| -97% | -$28.6K | ﹤0.01% | 2277 |
|
|
2018
Q4 | $24K | Sell |
740
-354
| -32% | -$11.5K | ﹤0.01% | 2003 |
|
|
2018
Q3 | $42K | Sell |
1,094
-156
| -12% | -$5.99K | ﹤0.01% | 1981 |
|
|
2018
Q2 | $49K | Sell |
1,250
-135
| -10% | -$5.29K | ﹤0.01% | 1911 |
|
|
2018
Q1 | $61K | Hold |
1,385
| – | – | ﹤0.01% | 1701 |
|
|
2017
Q4 | $61K | Sell |
1,385
-123
| -8% | -$5.42K | ﹤0.01% | 1698 |
|
|
2017
Q3 | $60K | Hold |
1,508
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q2 | $58K | Sell |
1,508
-2,300
| -60% | -$88.5K | ﹤0.01% | 1853 |
|
|
2017
Q1 | $142K | Buy |
3,808
+50
| +1% | +$1.86K | 0.01% | 1294 |
|
|
2016
Q4 | $127K | Buy |
3,758
+1,650
| +78% | +$55.8K | 0.01% | 1303 |
|
|
2016
Q3 | $72K | Sell |
2,108
-3,188
| -60% | -$109K | ﹤0.01% | 1578 |
|
|
2016
Q2 | $178K | Buy |
5,296
+5,271
| +21,084% | +$177K | 0.01% | 1026 |
|
|
2016
Q1 | $1K | Sell |
25
-5,411
| -100% | -$216K | ﹤0.01% | 2277 |
|
|
2015
Q4 | $186K | Buy |
+5,436
| New | +$186K | 0.01% | 857 |
|