AFA
American Financial 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 | $3.82M | Sell |
46,061
-1,366
| -3% | -$113K | 0.53% | 30 |
|
|
2025
Q1 | $3.85M | Sell |
47,427
-826
| -2% | -$67K | 0.56% | 30 |
|
|
2024
Q4 | $4.35M | Sell |
48,253
-4,352
| -8% | -$392K | 0.61% | 30 |
|
|
2024
Q3 | $5.2M | Sell |
52,605
-3,193
| -6% | -$315K | 0.71% | 29 |
|
|
2024
Q2 | $5.17M | Sell |
55,798
-8,089
| -13% | -$750K | 0.74% | 28 |
|
|
2024
Q1 | $6.06M | Sell |
63,887
-5,298
| -8% | -$503K | 0.85% | 28 |
|
|
2023
Q4 | $6.18M | Sell |
69,185
-6,930
| -9% | -$619K | 0.91% | 27 |
|
|
2023
Q3 | $5.56M | Sell |
76,115
-30,618
| -29% | -$2.24M | 0.88% | 27 |
|
|
2023
Q2 | $8.88M | Sell |
106,733
-145,262
| -58% | -$12.1M | 1.39% | 22 |
|
|
2023
Q1 | $19.2M | Sell |
251,995
-11,208
| -4% | -$854K | 3.13% | 12 |
|
|
2022
Q4 | $21.8M | Sell |
263,203
-7,483
| -3% | -$621K | 3.7% | 12 |
|
|
2022
Q3 | $21.5M | Sell |
270,686
-9,431
| -3% | -$748K | 3.71% | 11 |
|
|
2022
Q2 | $20.8M | Sell |
280,117
-8,366
| -3% | -$621K | 5.52% | 8 |
|
|
2022
Q1 | $25.9M | Buy |
288,483
+46,255
| +19% | +$4.16M | 3.6% | 13 |
|
|
2021
Q4 | $27.1M | Buy |
242,228
+5,298
| +2% | +$593K | 3.45% | 12 |
|
|
2021
Q3 | $29.8M | Buy |
236,930
+25,386
| +12% | +$3.19M | 3.98% | 8 |
|
|
2021
Q2 | $28.6M | Buy |
211,544
+9,790
| +5% | +$1.33M | 3.94% | 8 |
|
|
2021
Q1 | $27.4M | Buy |
201,754
+23,407
| +13% | +$3.18M | 4.07% | 8 |
|
|
2020
Q4 | $25.1M | Buy |
178,347
+2,682
| +2% | +$378K | 3.58% | 6 |
|
|
2020
Q3 | $19.6M | Sell |
175,665
-8,162
| -4% | -$909K | 3.18% | 11 |
|
|
2020
Q2 | $20.6M | Sell |
183,827
-7,465
| -4% | -$838K | 3.3% | 10 |
|
|
2020
Q1 | $18.8M | Sell |
191,292
-7,041
| -4% | -$692K | 3.37% | 10 |
|
|
2019
Q4 | $15.2M | Buy |
198,333
+41,044
| +26% | +$3.14M | 2.66% | 16 |
|
|
2019
Q3 | $12M | Buy |
157,289
+1,688
| +1% | +$129K | 2.27% | 18 |
|
|
2019
Q2 | $13.6M | Buy |
155,601
+1,279
| +0.8% | +$112K | 2.66% | 16 |
|
|
2019
Q1 | $14M | Sell |
154,322
-25,184
| -14% | -$2.28M | 2.85% | 15 |
|
|
2018
Q4 | $12.9M | Buy |
+179,506
| New | +$12.9M | 2.82% | 16 |
|