Aspen Investment 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
Q1 | – | Sell |
-6,085
| Closed | -$505K | – | 139 |
|
2022
Q4 | $505K | Buy |
6,085
+2,820
| +86% | +$234K | 0.33% | 86 |
|
2022
Q3 | $259K | Buy |
+3,265
| New | +$259K | 0.17% | 116 |
|
2021
Q2 | – | Sell |
-2,331
| Closed | -$316K | – | 151 |
|
2021
Q1 | $316K | Sell |
2,331
-20
| -0.9% | -$2.71K | 0.18% | 110 |
|
2020
Q4 | $331K | Buy |
+2,351
| New | +$331K | 0.2% | 105 |
|