Patriot Financial Group Insurance Agency’s 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
$217K Buy
2025
Q1
Sell
2024
Q4
$262K Sell
2024
Q3
$344K Buy
2018
Q2
Sell
2018
Q1
$8K Hold
2017
Q4
$9K Hold
2017
Q3
$8K Hold
2017
Q2
$8K Hold
2017
Q1
$7K Hold
2016
Q4
$7K Buy