Plante Moran 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 |
-27
| Closed | -$2.62K | – | 878 |
|
|
2025
Q1 | $2.62K | Hold |
27
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $2.82K | Hold |
27
| – | – | ﹤0.01% | 756 |
|
|
2024
Q3 | $3.36K | Buy |
+27
| New | +$3.36K | ﹤0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-848
| Closed | -$39K | – | 864 |
|
|
2019
Q4 | $39K | Sell |
848
-284
| -25% | -$13.1K | 0.01% | 354 |
|
|
2019
Q3 | $50K | Hold |
1,132
| – | – | 0.01% | 339 |
|
|
2019
Q2 | $47K | Hold |
1,132
| – | – | 0.01% | 352 |
|
|
2019
Q1 | $44K | Hold |
1,132
| – | – | 0.01% | 362 |
|
|
2018
Q4 | $37K | Hold |
1,132
| – | – | 0.01% | 344 |
|
|
2018
Q3 | $44K | Hold |
1,132
| – | – | 0.01% | 330 |
|
|
2018
Q2 | $45K | Hold |
1,132
| – | – | 0.02% | 346 |
|
|
2018
Q1 | $46K | Hold |
1,132
| – | – | 0.03% | 359 |
|
|
2017
Q4 | $50K | Hold |
1,132
| – | – | 0.03% | 350 |
|
|
2017
Q3 | $45K | Hold |
1,132
| – | – | 0.03% | 327 |
|
|
2017
Q2 | $44K | Hold |
1,132
| – | – | 0.03% | 339 |
|
|
2017
Q1 | $42K | Hold |
1,132
| – | – | 0.03% | 353 |
|
|
2016
Q4 | $38K | Hold |
1,132
| – | – | 0.02% | 378 |
|
|
2016
Q3 | $38K | Hold |
1,132
| – | – | 0.03% | 377 |
|
|
2016
Q2 | $38K | Hold |
1,132
| – | – | 0.03% | 332 |
|
|
2016
Q1 | $38K | Buy |
1,132
+2
| +0.2% | +$67 | 0.03% | 299 |
|
|
2015
Q4 | $39K | Buy |
+1,130
| New | +$39K | 0.03% | 334 |
|