Zimmermann Investment Management & Planning’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
Q4 | – | Sell |
-2,596
| Closed | -$323K | – | 132 |
|
|
2024
Q3 | $323K | Sell |
2,596
-628
| -19% | -$78.2K | 0.1% | 107 |
|
|
2024
Q2 | $326K | Sell |
3,224
-1,753
| -35% | -$177K | 0.11% | 104 |
|
|
2024
Q1 | $555K | Sell |
4,977
-483
| -9% | -$53.9K | 0.2% | 78 |
|
|
2023
Q4 | $522K | Sell |
5,460
-470
| -8% | -$45K | 0.21% | 68 |
|
|
2023
Q3 | $454K | Buy |
+5,930
| New | +$454K | 0.22% | 72 |
|