Pinnacle Wealth Management Advisory Group’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 | $256K | Hold |
2,598
| – | – | 0.02% | 322 |
|
2025
Q1 | $252K | Hold |
2,598
| – | – | 0.02% | 303 |
|
2024
Q4 | $272K | Buy |
2,598
+63
| +2% | +$6.59K | 0.03% | 297 |
|
2024
Q3 | $316K | Hold |
2,535
| – | – | 0.03% | 269 |
|
2024
Q2 | $256K | Hold |
2,535
| – | – | 0.03% | 293 |
|
2024
Q1 | $283K | Buy |
2,535
+35
| +1% | +$3.91K | 0.03% | 271 |
|
2023
Q4 | $239K | Buy |
+2,500
| New | +$239K | 0.03% | 291 |
|
2023
Q3 | – | Sell |
-2,615
| Closed | -$210K | – | 335 |
|
2023
Q2 | $210K | Buy |
+2,615
| New | +$210K | 0.03% | 304 |
|
2022
Q1 | – | Sell |
-2,765
| Closed | -$237K | – | 284 |
|
2021
Q4 | $237K | Buy |
+2,765
| New | +$237K | 0.04% | 238 |
|
2021
Q3 | – | Sell |
-2,765
| Closed | -$203K | – | 224 |
|
2021
Q2 | $203K | Buy |
+2,765
| New | +$203K | 0.05% | 216 |
|