Tilia Fiduciary Partners’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
2023
Q3
Sell
-160
Closed -$12.8K 507
2023
Q2
$12.8K Buy
160
+1
+0.6% +$80 0.01% 353
2023
Q1
$10.8K Hold
159
0.01% 364
2022
Q4
$9.59K Hold
159
0.01% 362
2022
Q3
$9K Buy
159
+1
+0.6% +$57 0.01% 386
2022
Q2
$9K Hold
158
0.01% 393
2022
Q1
$10K Buy
158
+1
+0.6% +$63 0.01% 398
2021
Q4
$13K Buy
+157
New +$13K 0.01% 391