Lido 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-53,659
| Closed | -$3.93M | – | 910 |
|
2021
Q2 | $3.93M | Buy |
+53,659
| New | +$3.93M | 0.05% | 155 |
|
2018
Q1 | – | Sell |
-103,408
| Closed | -$4.58M | – | 408 |
|
2017
Q4 | $4.58M | Buy |
103,408
+5,124
| +5% | +$227K | 0.65% | 22 |
|
2017
Q3 | $4.07M | Buy |
+98,284
| New | +$4.07M | 0.65% | 22 |
|
2017
Q2 | – | Sell |
-67,372
| Closed | -$2.54M | – | 287 |
|
2017
Q1 | $2.54M | Buy |
+67,372
| New | +$2.54M | 0.7% | 24 |
|