TW
TrinityPoint Wealth’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 | $202K | Sell |
1,955
-50
| -2% | -$5.17K | 0.03% | 322 |
|
|
2024
Q3 | $255K | Sell |
2,005
-150
| -7% | -$19.1K | 0.04% | 287 |
|
|
2024
Q2 | $218K | Sell |
2,155
-50
| -2% | -$5.05K | 0.03% | 294 |
|
|
2024
Q1 | $255K | Sell |
2,205
-230
| -9% | -$26.6K | 0.04% | 267 |
|
|
2023
Q4 | $248K | Sell |
2,435
-150
| -6% | -$15.3K | 0.04% | 264 |
|
|
2023
Q3 | $203K | Sell |
2,585
-200
| -7% | -$15.7K | 0.04% | 274 |
|
|
2023
Q2 | $238K | Buy |
+2,785
| New | +$238K | 0.05% | 249 |
|
|
2022
Q2 | – | Sell |
-5,752
| Closed | -$341K | – | 295 |
|
|
2022
Q1 | $341K | Sell |
5,752
-270
| -4% | -$16K | 0.06% | 228 |
|
|
2021
Q4 | $499K | Sell |
6,022
-194
| -3% | -$16.1K | 0.09% | 187 |
|
|
2021
Q3 | $411K | Buy |
+6,216
| New | +$411K | 0.08% | 201 |
|