Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-108
| Closed | -$8.23K | – | 892 |
|
|
2023
Q1 | $8.23K | Hold |
108
| – | – | ﹤0.01% | 937 |
|
|
2022
Q4 | $8.96K | Hold |
108
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $9K | Sell |
108
-60
| -36% | -$5K | 0.01% | 733 |
|
|
2022
Q1 | $16K | Sell |
168
-100
| -37% | -$9.52K | 0.01% | 611 |
|
|
2021
Q4 | $30K | Hold |
268
| – | – | 0.01% | 490 |
|
|
2021
Q3 | $34K | Hold |
268
| – | – | 0.02% | 394 |
|
|
2021
Q2 | $36K | Hold |
268
| – | – | 0.02% | 406 |
|
|
2021
Q1 | $36K | Hold |
268
| – | – | 0.03% | 381 |
|
|
2020
Q4 | $38K | Buy |
+268
| New | +$38K | 0.04% | 351 |
|