KFA Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,830
| Closed | -$260K | – | 79 |
|
|
2023
Q1 | $260K | Buy |
+3,830
| New | +$260K | 0.12% | 69 |
|
|
2022
Q4 | – | Sell |
-35,446
| Closed | -$1.94M | – | 72 |
|
|
2022
Q3 | $1.94M | Sell |
35,446
-4,720
| -12% | -$258K | 1.03% | 19 |
|
|
2022
Q2 | $2.2M | Buy |
40,166
+2,014
| +5% | +$110K | 1.21% | 18 |
|
|
2022
Q1 | $2.41M | Buy |
38,152
+2,717
| +8% | +$172K | 1.21% | 18 |
|
|
2021
Q4 | $3.04M | Buy |
35,435
+5,287
| +18% | +$454K | 1.51% | 16 |
|
|
2021
Q3 | $2.16M | Buy |
30,148
+1,964
| +7% | +$141K | 1.18% | 17 |
|
|
2021
Q2 | $2.06M | Buy |
28,184
+2,243
| +9% | +$164K | 1.13% | 18 |
|
|
2021
Q1 | $1.83M | Buy |
25,941
+2,592
| +11% | +$182K | 1.06% | 18 |
|
|
2020
Q4 | $1.35M | Buy |
23,349
+5,951
| +34% | +$343K | 0.85% | 22 |
|
|
2020
Q3 | $937K | Buy |
+17,398
| New | +$937K | 0.7% | 23 |
|