Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,604
| Closed | -$3.19M | – | 54 |
|
|
2024
Q3 | $3.19M | Buy |
+25,604
| New | +$3.19M | 2.04% | 21 |
|
|
2022
Q1 | – | Sell |
-11,418
| Closed | -$979K | – | 69 |
|
|
2021
Q4 | $979K | Buy |
11,418
+371
| +3% | +$31.8K | 0.65% | 43 |
|
|
2021
Q3 | $793K | Sell |
11,047
-782
| -7% | -$56.1K | 0.61% | 43 |
|
|
2021
Q2 | $866K | Buy |
+11,829
| New | +$866K | 0.68% | 43 |
|