Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-25,668
| Closed | -$2.86M | – | 573 |
|
2024
Q1 | $2.86M | Buy |
+25,668
| New | +$2.86M | 0.14% | 169 |
|
2023
Q4 | – | Sell |
-31,923
| Closed | -$2.44M | – | 583 |
|
2023
Q3 | $2.44M | Buy |
+31,923
| New | +$2.44M | 0.15% | 157 |
|
2022
Q1 | – | Sell |
-13,722
| Closed | -$1.18M | – | 528 |
|
2021
Q4 | $1.18M | Sell |
13,722
-638
| -4% | -$54.7K | 0.07% | 300 |
|
2021
Q3 | $1.03M | Buy |
14,360
+1,184
| +9% | +$84.9K | 0.07% | 292 |
|
2021
Q2 | $965K | Sell |
13,176
-67,963
| -84% | -$4.98M | 0.06% | 310 |
|
2021
Q1 | $6.34M | Buy |
81,139
+75,125
| +1,249% | +$5.87M | 0.22% | 94 |
|
2020
Q4 | $347K | Buy |
6,014
+258
| +4% | +$14.9K | 0.01% | 638 |
|
2020
Q3 | $310K | Buy |
5,756
+161
| +3% | +$8.67K | 0.02% | 605 |
|
2020
Q2 | $246K | Buy |
5,595
+5,568
| +20,622% | +$245K | 0.01% | 653 |
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2343 |
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2449 |
|
2019
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2327 |
|