49 Wealth Management’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
2024
Q3
Sell
-2,290
Closed -$213K 200
2024
Q2
$213K Sell
2,290
-245
-10% -$22.8K 0.04% 138
2024
Q1
$238K Sell
2,535
-228
-8% -$21.4K 0.05% 104
2023
Q4
$247K Buy
+2,763
New +$247K 0.06% 95