Laurel Wealth Advisors (California)’s Hoya Capital Housing ETF HOMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32,306
| Closed | -$1.03M | – | 639 |
|
|
2022
Q2 | $1.03M | Sell |
32,306
-89,933
| -74% | -$2.87M | 0.11% | 213 |
|
|
2022
Q1 | $4.73M | Sell |
122,239
-7,985
| -6% | -$309K | 0.39% | 62 |
|
|
2021
Q4 | $5.86M | Buy |
+130,224
| New | +$5.86M | 0.45% | 46 |
|
|
2021
Q3 | – | Sell |
-143,407
| Closed | -$5.76M | – | 474 |
|
|
2021
Q2 | $5.76M | Sell |
143,407
-29,393
| -17% | -$1.18M | 0.75% | 24 |
|
|
2021
Q1 | $6.56M | Sell |
172,800
-19,256
| -10% | -$731K | 0.99% | 19 |
|
|
2020
Q4 | $6.21M | Buy |
192,056
+8,511
| +5% | +$275K | 0.91% | 22 |
|
|
2020
Q3 | $5.37M | Buy |
+183,545
| New | +$5.37M | 0.89% | 23 |
|