AWA
Amplius 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 | $249K | Hold |
3,005
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $244K | Hold |
3,005
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $271K | Hold |
3,005
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $297K | Buy |
3,005
+1
| +0% | +$99 | 0.03% | 131 |
|
|
2024
Q2 | $279K | Buy |
3,004
+3
| +0.1% | +$278 | 0.03% | 135 |
|
|
2024
Q1 | $285K | Hold |
3,001
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $268K | Buy |
3,001
+1
| +0% | +$89 | 0.03% | 134 |
|
|
2023
Q3 | $219K | Hold |
3,000
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $250K | Hold |
3,000
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $229K | Hold |
3,000
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $249K | Hold |
3,000
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $238K | Hold |
3,000
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $222K | Sell |
3,000
-100
| -3% | -$7.4K | 0.04% | 149 |
|
|
2022
Q1 | $278K | Sell |
3,100
-24
| -0.8% | -$2.15K | 0.04% | 135 |
|
|
2021
Q4 | $349K | Buy |
+3,124
| New | +$349K | 0.05% | 137 |
|