Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,015
| Closed | -$254K | – | 479 |
|
|
2022
Q1 | $254K | Buy |
4,015
+660
| +20% | +$41.8K | 0.02% | 363 |
|
|
2021
Q4 | $288K | Buy |
3,355
+20
| +0.6% | +$1.72K | 0.02% | 299 |
|
|
2021
Q3 | $239K | Buy |
3,335
+100
| +3% | +$7.17K | 0.02% | 274 |
|
|
2021
Q2 | $237K | Sell |
3,235
-24
| -0.7% | -$1.76K | 0.02% | 299 |
|
|
2021
Q1 | $229K | Buy |
+3,259
| New | +$229K | 0.02% | 293 |
|