KWB Wealth’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
2024 Q1	–	Sell	-7,231	Closed	-$692K	–	143
2023 Q4	$692K	Buy	7,231 +736	+11%	+$70.4K	0.1%	70
2023 Q3	$522K	Sell	6,495 -419	-6%	-$33.6K	0.08%	68
2023 Q2	$555K	Buy	+6,914	New	+$555K	0.09%	68