Lauer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,830
| Closed | -$1.12M | – | 64 |
|
|
2025
Q1 | $1.12M | Hold |
11,830
| – | – | 0.86% | 15 |
|
|
2024
Q4 | $1.24M | Hold |
11,830
| – | – | 0.83% | 17 |
|
|
2024
Q3 | $1.39M | Hold |
11,830
| – | – | 1.08% | 15 |
|
|
2024
Q2 | $1.26M | Hold |
11,830
| – | – | 0.99% | 16 |
|
|
2024
Q1 | $1.24M | Hold |
11,830
| – | – | 1.08% | 18 |
|
|
2023
Q4 | $1.15M | Buy |
11,830
+6,330
| +115% | +$616K | 1.07% | 17 |
|
|
2023
Q3 | $414K | Hold |
5,500
| – | – | 0.45% | 27 |
|
|
2023
Q2 | $460K | Hold |
5,500
| – | – | 0.48% | 27 |
|
|
2023
Q1 | $382K | Buy |
+5,500
| New | +$382K | 0.48% | 31 |
|