Rothschild Investment LLC’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $498K | Hold |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $686K | Hold |
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|
2021
Q3 | $574K | Hold |
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|
2021
Q2 | $586K | Hold |
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|
2021
Q1 | $563K | Hold |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $431K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $238K | Hold |
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|
2019
Q4 | $364K | Hold |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $308K | Hold |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $308K | Sell |
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|
2018
Q2 | $475K | Hold |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $752K | Sell |
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|
2017
Q3 | $701K | Hold |
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|
2017
Q2 | $678K | Hold |
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|
2017
Q1 | $655K | Hold |
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|
2016
Q4 | $596K | Sell |
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|
2016
Q3 | $658K | Sell |
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|
2016
Q2 | $678K | Buy |
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|
2016
Q1 | $656K | Sell |
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|
2015
Q4 | $690K | Hold |
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|
2015
Q3 | $691K | Hold |
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|
2015
Q2 | $740K | Sell |
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|
2015
Q1 | $752K | Buy |
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|
2014
Q4 | $686K | Sell |
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|
2014
Q3 | $666K | Sell |
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|
2014
Q2 | $963K | Hold |
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|
2014
Q1 | $957K | Sell |
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|
2013
Q4 | $986K | Sell |
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|
2013
Q3 | $907K | Hold |
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|
2013
Q2 | $872K | Buy |
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