Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-171
| Closed | -$12K | – | 1749 |
|
|
2021
Q1 | $12K | Hold |
171
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q4 | $10K | Hold |
171
| – | – | ﹤0.01% | 1183 |
|
|
2020
Q3 | $9K | Hold |
171
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q2 | $8K | Hold |
171
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q1 | $6K | Hold |
171
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q4 | $8K | Hold |
171
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q3 | $8K | Hold |
171
| – | – | ﹤0.01% | 1083 |
|
|
2019
Q2 | $7K | Hold |
171
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q1 | $7K | Hold |
171
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q4 | $6K | Hold |
171
| – | – | ﹤0.01% | 1034 |
|
|
2018
Q3 | $6K | Hold |
171
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q2 | $7K | Hold |
171
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q1 | $7K | Hold |
171
| – | – | ﹤0.01% | 1047 |
|
|
2017
Q4 | $8K | Hold |
171
| – | – | ﹤0.01% | 883 |
|
|
2017
Q3 | $7K | Buy |
+171
| New | +$7K | ﹤0.01% | 801 |
|