Marks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-443,654
| Closed | -$38.1M | – | 41 |
|
|
2021
Q4 | $38.1M | Buy |
443,654
+129,984
| +41% | +$11.2M | 11.89% | 1 |
|
|
2021
Q3 | $22.5M | Sell |
313,670
-6,462
| -2% | -$464K | 7.35% | 5 |
|
|
2021
Q2 | $23.4M | Buy |
320,132
+16,625
| +5% | +$1.22M | 7.91% | 7 |
|
|
2021
Q1 | $21.4M | Buy |
303,507
+123,945
| +69% | +$8.72M | 7.02% | 4 |
|
|
2020
Q4 | $10.4M | Buy |
+179,562
| New | +$10.4M | 3.59% | 13 |
|