Lyell Wealth Management’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 | $703K | Buy |
7,130
+5
| +0.1% | +$493 | 0.06% | 137 |
|
|
2025
Q1 | $690K | Buy |
7,125
+125
| +2% | +$12.1K | 0.06% | 130 |
|
|
2024
Q4 | $732K | Hold |
7,000
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $872K | Buy |
7,000
+405
| +6% | +$50.4K | 0.08% | 123 |
|
|
2024
Q2 | $667K | Buy |
6,595
+200
| +3% | +$20.2K | 0.06% | 126 |
|
|
2024
Q1 | $714K | Buy |
6,395
+150
| +2% | +$16.7K | 0.07% | 121 |
|
|
2023
Q4 | $597K | Buy |
6,245
+1,580
| +34% | +$151K | 0.07% | 127 |
|
|
2023
Q3 | $357K | Buy |
4,665
+25
| +0.5% | +$1.91K | 0.05% | 139 |
|
|
2023
Q2 | $373K | Buy |
4,640
+190
| +4% | +$15.3K | 0.05% | 143 |
|
|
2023
Q1 | $302K | Sell |
4,450
-415
| -9% | -$28.1K | 0.04% | 165 |
|
|
2022
Q4 | $293K | Buy |
+4,865
| New | +$293K | 0.05% | 164 |
|