SWM
Sugarloaf 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
Q4 | $5.77K | Sell |
56
-50
| -47% | -$5.15K | ﹤0.01% | 560 |
|
|
2024
Q3 | $13.4K | Hold |
106
| – | – | ﹤0.01% | 465 |
|
|
2024
Q2 | $10.7K | Hold |
106
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $12.2K | Buy |
106
+1
| +1% | +$115 | ﹤0.01% | 462 |
|
|
2023
Q4 | $10.7K | Hold |
105
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $8.25K | Hold |
105
| – | – | ﹤0.01% | 486 |
|
|
2023
Q2 | $8.98K | Buy |
105
+1
| +1% | +$86 | ﹤0.01% | 486 |
|
|
2023
Q1 | $7.38K | Sell |
104
-1
| -1% | -$71 | ﹤0.01% | 505 |
|
|
2022
Q4 | $6.35K | Hold |
105
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 595 |
|
|
2022
Q1 | $6K | Hold |
104
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $9K | Hold |
104
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $7K | Hold |
104
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $7K | Sell |
104
-6,783
| -98% | -$457K | ﹤0.01% | 555 |
|
|
2021
Q1 | $7 | Buy |
6,887
+6,500
| +1,680% | +$7 | ﹤0.01% | 544 |
|
|
2020
Q4 | $22K | Buy |
387
+1
| +0.3% | +$57 | 0.01% | 365 |
|
|
2020
Q3 | $22K | Hold |
386
| – | – | 0.01% | 341 |
|
|
2020
Q2 | $17K | Sell |
386
-253
| -40% | -$11.1K | 0.01% | 376 |
|
|
2020
Q1 | $18K | Buy |
639
+2
| +0.3% | +$56 | 0.01% | 347 |
|
|
2019
Q4 | $28K | Buy |
+637
| New | +$28K | 0.01% | 320 |
|