Zhang Financial’s Hoya Capital Housing ETF HOMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,555
| Closed | -$248K | – | 298 |
|
|
2025
Q1 | $248K | Buy |
5,555
+33
| +0.6% | +$1.48K | 0.01% | 270 |
|
|
2024
Q4 | $250K | Buy |
5,522
+33
| +0.6% | +$1.5K | 0.01% | 255 |
|
|
2024
Q3 | $279K | Hold |
5,489
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $235K | Hold |
5,489
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $247K | Hold |
5,489
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $232K | Buy |
+5,489
| New | +$232K | 0.02% | 239 |
|
|
2023
Q3 | – | Sell |
-5,489
| Closed | -$215K | – | 241 |
|
|
2023
Q2 | $215K | Buy |
+5,489
| New | +$215K | 0.02% | 232 |
|