SSWM
Sheets Smith Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-33,075
| Closed | -$1.08M | – | 276 |
|
|
2014
Q2 | $1.08M | Hold |
33,075
| – | – | 0.29% | 101 |
|
|
2014
Q1 | $1.08M | Hold |
33,075
| – | – | 0.3% | 89 |
|
|
2013
Q4 | $1.1M | Hold |
33,075
| – | – | 0.3% | 84 |
|
|
2013
Q3 | $1.01M | Hold |
33,075
| – | – | 0.33% | 78 |
|
|
2013
Q2 | $973K | Buy |
+33,075
| New | +$973K | 0.33% | 80 |
|