AWA
Alta Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,118
| Closed | -$334K | – | 152 |
|
|
2025
Q1 | $334K | Sell |
4,118
-94
| -2% | -$7.62K | 0.15% | 106 |
|
|
2024
Q4 | $379K | Sell |
4,212
-34
| -0.8% | -$3.06K | 0.17% | 106 |
|
|
2024
Q3 | $420K | Sell |
4,246
-185
| -4% | -$18.3K | 0.19% | 91 |
|
|
2024
Q2 | $411K | Sell |
4,431
-309
| -7% | -$28.6K | 0.21% | 90 |
|
|
2024
Q1 | $450K | Buy |
+4,740
| New | +$450K | 0.23% | 85 |
|