Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,798
| Closed | -$1.97M | – | 669 |
|
|
2024
Q3 | $1.97M | Hold |
15,798
| – | – | 0.1% | 182 |
|
|
2024
Q2 | $1.6M | Buy |
+15,798
| New | +$1.6M | 0.19% | 93 |
|
|
2024
Q1 | – | Sell |
-4,650
| Closed | -$445K | – | 582 |
|
|
2023
Q4 | $445K | Buy |
4,650
+1,325
| +40% | +$127K | 0.03% | 409 |
|
|
2023
Q3 | $255K | Buy |
+3,325
| New | +$255K | 0.02% | 472 |
|