Peak Financial Advisors’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 Q2	–	Sell	-13,240	Closed	-$1.28M	–	111
2025 Q1	$1.28M	Buy	13,240 +552	+4%	+$53.5K	0.65%	42
2024 Q4	$1.33M	Buy	+12,688	New	+$1.33M	0.69%	36
2024 Q1	–	Sell	-27,723	Closed	-$2.65M	–	84
2023 Q4	$2.65M	Buy	+27,723	New	+$2.65M	1.77%	18