Abundance Wealth Counselors’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 | $1.02M | Sell |
10,894
-167,832
| -94% | -$15.7M | 0.19% | 90 |
|
|
2025
Q1 | $14.6M | Sell |
178,726
-6,267
| -3% | -$513K | 3.06% | 6 |
|
|
2024
Q4 | $16.7M | Buy |
184,993
+3,215
| +2% | +$290K | 3.63% | 5 |
|
|
2024
Q3 | $18M | Buy |
181,778
+81,998
| +82% | +$8.1M | 3.72% | 5 |
|
|
2024
Q2 | $9.25M | Buy |
99,780
+5,604
| +6% | +$520K | 4.26% | 6 |
|
|
2024
Q1 | $8.94M | Buy |
94,176
+1,161
| +1% | +$110K | 2.06% | 8 |
|
|
2023
Q4 | $8.31M | Buy |
93,015
+71,125
| +325% | +$6.35M | 2.16% | 8 |
|
|
2023
Q3 | $1.6M | Buy |
21,890
+700
| +3% | +$51.1K | 0.46% | 35 |
|
|
2023
Q2 | $1.76M | Buy |
21,190
+550
| +3% | +$45.8K | 0.91% | 18 |
|
|
2023
Q1 | $1.57M | Buy |
20,640
+1,234
| +6% | +$94K | 0.4% | 39 |
|
|
2022
Q4 | $1.61M | Buy |
+19,406
| New | +$1.61M | 0.44% | 40 |
|
|
2021
Q2 | – | Sell |
-272
| Closed | -$37K | – | 341 |
|
|
2021
Q1 | $37K | Buy |
+272
| New | +$37K | 0.01% | 186 |
|