SWM
SFG Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,736
| Closed | -$201K | – | 97 |
|
|
2024
Q1 | $201K | Buy |
+1,736
| New | +$201K | 0.12% | 93 |
|
|
2023
Q3 | – | Sell |
-2,522
| Closed | -$215K | – | 101 |
|
|
2023
Q2 | $215K | Sell |
2,522
-1,184
| -32% | -$101K | 0.18% | 90 |
|
|
2023
Q1 | $260K | Sell |
3,706
-85
| -2% | -$5.98K | 0.29% | 62 |
|
|
2022
Q4 | $230K | Sell |
3,791
-148
| -4% | -$8.97K | 0.28% | 68 |
|
|
2022
Q3 | $205K | Hold |
3,939
| – | – | 0.28% | 72 |
|
|
2022
Q2 | $207K | Hold |
3,939
| – | – | 0.24% | 77 |
|
|
2022
Q1 | $233K | Hold |
3,939
| – | – | 0.22% | 79 |
|
|
2021
Q4 | $327K | Buy |
+3,939
| New | +$327K | 0.29% | 67 |
|