Kingswood Wealth 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	–	Sell	-2,350	Closed	-$228K	–	798
2025 Q1	$228K	Sell	2,350 -400	-15%	-$38.8K	0.02%	638
2024 Q4	$287K	Buy	2,750 +868	+46%	+$90.7K	0.02%	623
2024 Q3	$234K	Buy	+1,882	New	+$234K	0.02%	636