Merriman 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
2022
Q1
Sell
-22,600
Closed -$1.94M 238
2021
Q4
$1.94M Buy
22,600
+7,000
+45% +$601K 0.14% 72
2021
Q3
$1.12M Sell
15,600
-15,000
-49% -$1.08M 0.09% 99
2021
Q2
$2.24M Sell
30,600
-9,000
-23% -$659K 0.19% 75
2021
Q1
$2.79M Sell
39,600
-2,000
-5% -$141K 0.32% 58
2020
Q4
$2.4M Buy
41,600
+8,000
+24% +$461K 0.26% 67
2020
Q3
$1.81M Sell
33,600
-6,000
-15% -$323K 0.27% 60
2020
Q2
$1.74M Buy
+39,600
New +$1.74M 0.28% 59