PWM
Palumbo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Hold |
24,900
| – | – | 0.76% | 37 |
|
|
2025
Q1 | $2.41M | Hold |
24,900
| – | – | 0.81% | 35 |
|
|
2024
Q4 | $2.6M | Hold |
24,900
| – | – | 0.97% | 27 |
|
|
2024
Q3 | $3.1M | Hold |
24,900
| – | – | 1.21% | 21 |
|
|
2024
Q2 | $2.52M | Hold |
24,900
| – | – | 1.06% | 23 |
|
|
2024
Q1 | $2.78M | Hold |
24,900
| – | – | 1.24% | 21 |
|
|
2023
Q4 | $2.38M | Hold |
24,900
| – | – | 1.22% | 19 |
|
|
2023
Q3 | $1.91M | Hold |
24,900
| – | – | 1.05% | 20 |
|
|
2023
Q2 | $2M | Hold |
24,900
| – | – | 1.22% | 14 |
|
|
2023
Q1 | $1.69M | Buy |
+24,900
| New | +$1.69M | 1.12% | 16 |
|