Summit Financial’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
2025
Q2
$834K Sell
8,459
-15
-0.2% -$1.48K 0.02% 454
2025
Q1
$821K Buy
8,474
+15
+0.2% +$1.45K 0.02% 408
2024
Q4
$884K Buy
8,459
+6,000
+244% +$627K 0.03% 339
2024
Q3
$306K Hold
2,459
0.01% 459
2024
Q2
$249K Hold
2,459
0.01% 445
2024
Q1
$274K Hold
2,459
0.02% 329
2023
Q4
$235K Buy
+2,459
New +$235K 0.02% 328