IWA
Inspirion Wealth Advisors’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,299
| Closed | -$249K | – | 78 |
|
|
2018
Q2 | $249K | Hold |
6,299
| – | – | 0.12% | 63 |
|
|
2018
Q1 | $257K | Hold |
6,299
| – | – | 0.13% | 60 |
|
|
2017
Q4 | $279K | Sell |
6,299
-695
| -10% | -$30.8K | 0.14% | 55 |
|
|
2017
Q3 | $279K | Hold |
6,994
| – | – | 0.14% | 55 |
|
|
2017
Q2 | $269K | Hold |
6,994
| – | – | 0.15% | 58 |
|
|
2017
Q1 | $260K | Hold |
6,994
| – | – | 0.15% | 55 |
|
|
2016
Q4 | $237K | Hold |
6,994
| – | – | 0.15% | 54 |
|
|
2016
Q3 | $237K | Hold |
6,994
| – | – | 0.15% | 53 |
|
|
2016
Q2 | $235K | Sell |
6,994
-451
| -6% | -$15.2K | 0.15% | 52 |
|
|
2016
Q1 | $252K | Hold |
7,445
| – | – | 0.18% | 49 |
|
|
2015
Q4 | $254K | Hold |
7,445
| – | – | 0.19% | 48 |
|
|
2015
Q3 | $255K | Sell |
7,445
-2,326
| -24% | -$79.7K | 0.2% | 47 |
|
|
2015
Q2 | $358K | Sell |
9,771
-2,800
| -22% | -$103K | 0.26% | 39 |
|
|
2015
Q1 | $463K | Sell |
12,571
-25,631
| -67% | -$944K | 0.37% | 30 |
|
|
2014
Q4 | $1.3M | Buy |
+38,202
| New | +$1.3M | 1.21% | 19 |
|