MinichMacGregor Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-25,600
| Closed | -$1.02M | – | 119 |
|
|
2018
Q4 | $1.02M | Buy |
25,600
+25,475
| +20,380% | +$1.01M | 0.7% | 51 |
|
|
2018
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $5K | Buy |
125
+1
| +0.8% | +$40 | ﹤0.01% | 379 |
|
|
2017
Q4 | $5K | Hold |
124
| – | – | ﹤0.01% | 374 |
|
|
2017
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 367 |
|
|
2017
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 365 |
|
|
2017
Q1 | $4K | Buy |
124
+1
| +0.8% | +$32 | ﹤0.01% | 361 |
|
|
2016
Q4 | $4K | Hold |
123
| – | – | ﹤0.01% | 356 |
|
|
2016
Q3 | $4K | Sell |
123
-123
| -50% | -$4K | ﹤0.01% | 350 |
|
|
2016
Q2 | $8K | Hold |
246
| – | – | 0.01% | 295 |
|
|
2016
Q1 | $8K | Buy |
246
+2
| +0.8% | +$65 | 0.01% | 283 |
|
|
2015
Q4 | $8K | Buy |
+244
| New | +$8K | 0.01% | 258 |
|