Aries 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
2025
Q2
$229K Sell
2,760
-815
-23% -$67.6K 0.06% 204
2025
Q1
$290K Buy
3,575
+240
+7% +$19.5K 0.08% 185
2024
Q4
$300K Sell
3,335
-100
-3% -$9.01K 0.08% 177
2024
Q3
$339K Buy
3,435
+915
+36% +$90.4K 0.09% 174
2024
Q2
$234K Buy
+2,520
New +$234K 0.07% 186