Atria Wealth Solutions’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 | $512K | Sell |
6,133
-5,977
| -49% | -$499K | 0.01% | 899 |
|
|
2025
Q1 | $982K | Sell |
12,110
-2,438
| -17% | -$198K | 0.01% | 902 |
|
|
2024
Q4 | $1.31M | Buy |
14,548
+2,822
| +24% | +$254K | 0.01% | 812 |
|
|
2024
Q3 | $1.16M | Sell |
11,726
-4,871
| -29% | -$481K | 0.01% | 851 |
|
|
2024
Q2 | $1.54M | Buy |
16,597
+5,962
| +56% | +$553K | 0.02% | 721 |
|
|
2024
Q1 | $1.01M | Buy |
10,635
+1,251
| +13% | +$119K | 0.01% | 901 |
|
|
2023
Q4 | $838K | Buy |
9,384
+5,586
| +147% | +$499K | 0.01% | 938 |
|
|
2023
Q3 | $277K | Sell |
3,798
-1,827
| -32% | -$133K | ﹤0.01% | 1456 |
|
|
2023
Q2 | $468K | Buy |
5,625
+2,946
| +110% | +$245K | 0.01% | 1184 |
|
|
2023
Q1 | $204K | Sell |
2,679
-5,138
| -66% | -$392K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $649K | Sell |
7,817
-3,725
| -32% | -$309K | 0.01% | 956 |
|
|
2022
Q3 | $915K | Buy |
11,542
+6,439
| +126% | +$511K | 0.02% | 739 |
|
|
2022
Q2 | $379K | Sell |
5,103
-5,350
| -51% | -$397K | 0.01% | 1072 |
|
|
2022
Q1 | $940K | Buy |
+10,453
| New | +$940K | 0.02% | 764 |
|