Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-515
| Closed | -$17K | – | 1021 |
|
|
2016
Q3 | $17K | Hold |
515
| – | – | 0.01% | 650 |
|
|
2016
Q2 | $17K | Sell |
515
-604
| -54% | -$19.9K | 0.01% | 634 |
|
|
2016
Q1 | $38K | Buy |
1,119
+956
| +587% | +$32.5K | 0.02% | 424 |
|
|
2015
Q4 | $6K | Hold |
163
| – | – | ﹤0.01% | 909 |
|
|
2015
Q3 | $6K | Hold |
163
| – | – | ﹤0.01% | 909 |
|
|
2015
Q2 | $6K | Hold |
163
| – | – | ﹤0.01% | 929 |
|
|
2015
Q1 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 906 |
|