Navis Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Buy |
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|
2025
Q2 | $361K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $518K | Buy |
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