180 Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $639K | Buy |
7,711
+1,520
| +25% | +$126K | 0.09% | 213 |
|
2025
Q1 | $502K | Buy |
6,191
+1,953
| +46% | +$158K | 0.08% | 232 |
|
2024
Q4 | $382K | Buy |
4,238
+373
| +10% | +$33.6K | 0.06% | 275 |
|
2024
Q3 | $382K | Sell |
3,865
-230
| -6% | -$22.7K | 0.06% | 283 |
|
2024
Q2 | $401K | Buy |
4,095
+143
| +4% | +$14K | 0.07% | 262 |
|
2024
Q1 | $375K | Buy |
3,952
+1,181
| +43% | +$112K | 0.07% | 255 |
|
2023
Q4 | $250K | Buy |
+2,771
| New | +$250K | 0.05% | 313 |
|