United Asset Strategies’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
Q3
Sell
-6,665
Closed -$674K 245
2024
Q2
$674K Sell
6,665
-878
-12% -$88.7K 0.07% 164
2024
Q1
$842K Buy
+7,543
New +$842K 0.08% 159
2021
Q1
Sell
-8,635
Closed -$498K 231
2020
Q4
$498K Buy
+8,635
New +$498K 0.08% 142
2020
Q1
Sell
-5,343
Closed -$243K 218
2019
Q4
$243K Buy
+5,343
New +$243K 0.05% 185