Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,510
| Closed | -$262K | – | 525 |
|
|
2024
Q4 | $262K | Sell |
2,510
-250
| -9% | -$26.1K | 0.04% | 396 |
|
|
2024
Q3 | $344K | Buy |
+2,760
| New | +$344K | 0.05% | 357 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$8K | – | 925 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 644 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | 0.01% | 614 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | 0.01% | 613 |
|
|
2017
Q2 | $8K | Hold |
200
| – | – | 0.01% | 590 |
|
|
2017
Q1 | $7K | Hold |
200
| – | – | 0.01% | 571 |
|
|
2016
Q4 | $7K | Buy |
+200
| New | +$7K | 0.01% | 527 |
|