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 |
|