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 |
|