Wealth Effects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
4,901
-924
| -16% | -$91.1K | 0.18% | 103 |
|
|
2025
Q1 | $564K | Buy |
5,825
+4
| +0.1% | +$388 | 0.24% | 84 |
|
|
2024
Q4 | $608K | Sell |
5,821
-273
| -4% | -$28.5K | 0.22% | 92 |
|
|
2024
Q3 | $759K | Buy |
6,094
+126
| +2% | +$15.7K | 0.27% | 78 |
|
|
2024
Q2 | $603K | Sell |
5,968
-1,998
| -25% | -$202K | 0.22% | 85 |
|
|
2024
Q1 | $889K | Buy |
7,966
+1
| +0% | +$112 | 0.33% | 64 |
|
|
2023
Q4 | $762K | Buy |
7,965
+3
| +0% | +$287 | 0.29% | 79 |
|
|
2023
Q3 | $610K | Sell |
7,962
-304
| -4% | -$23.3K | 0.3% | 79 |
|
|
2023
Q2 | $664K | Sell |
8,266
-47
| -0.6% | -$3.77K | 0.29% | 75 |
|
|
2023
Q1 | $563K | Sell |
8,313
-296
| -3% | -$20.1K | 0.29% | 78 |
|
|
2022
Q4 | $519K | Sell |
8,609
-65
| -0.7% | -$3.92K | 0.3% | 78 |
|
|
2022
Q3 | $474K | Buy |
8,674
+3
| +0% | +$164 | 0.29% | 77 |
|
|
2022
Q2 | $474K | Buy |
8,671
+4
| +0% | +$219 | 0.29% | 84 |
|
|
2022
Q1 | $548K | Buy |
8,667
+3
| +0% | +$190 | 0.26% | 82 |
|
|
2021
Q4 | $743K | Buy |
+8,664
| New | +$743K | 0.31% | 66 |
|