VisionPoint Advisory Group’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 |
-5
| Closed | -$505 | – | 799 |
|
2024
Q2 | $505 | Hold |
5
| – | – | ﹤0.01% | 740 |
|
2024
Q1 | $558 | Buy |
+5
| New | +$558 | ﹤0.01% | 742 |
|
2021
Q3 | – | Sell |
-6,402
| Closed | -$469K | – | 114 |
|
2021
Q2 | $469K | Buy |
6,402
+481
| +8% | +$35.2K | 0.21% | 72 |
|
2021
Q1 | $417K | Buy |
5,921
+1,796
| +44% | +$126K | 0.2% | 84 |
|
2020
Q4 | $238K | Buy |
+4,125
| New | +$238K | 0.12% | 127 |
|