WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 1052 |
|
|
2016
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 1110 |
|
|
2016
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 1134 |
|
|
2016
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 1103 |
|
|
2016
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 1088 |
|
|
2015
Q3 | $10K | Sell |
300
-800
| -73% | -$26.7K | ﹤0.01% | 1101 |
|
|
2015
Q2 | $40K | Sell |
1,100
-300
| -21% | -$10.9K | 0.01% | 792 |
|
|
2015
Q1 | $52K | Hold |
1,400
| – | – | 0.01% | 721 |
|
|
2014
Q4 | $48K | Hold |
1,400
| – | – | 0.01% | 898 |
|
|
2014
Q3 | $41K | Sell |
1,400
-402
| -22% | -$11.8K | 0.01% | 997 |
|
|
2014
Q2 | $59K | Sell |
1,802
-2,250
| -56% | -$73.7K | 0.01% | 845 |
|
|
2014
Q1 | $132K | Buy |
4,052
+1,100
| +37% | +$35.8K | 0.03% | 546 |
|
|
2013
Q4 | $98K | Buy |
2,952
+1
| +0% | +$33 | 0.01% | 752 |
|
|
2013
Q3 | $90K | Sell |
2,951
-1,849
| -39% | -$56.4K | 0.01% | 736 |
|
|
2013
Q2 | $141K | Buy |
+4,800
| New | +$141K | 0.02% | 560 |
|