Avaii 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 | $231K | Sell |
2,789
-65
| -2% | -$5.39K | 0.1% | 118 |
|
|
2025
Q1 | $231K | Sell |
2,854
-189
| -6% | -$15.3K | 0.12% | 110 |
|
|
2024
Q4 | $274K | Sell |
3,043
-37
| -1% | -$3.33K | 0.13% | 105 |
|
|
2024
Q3 | $304K | Sell |
3,080
-297
| -9% | -$29.3K | 0.15% | 94 |
|
|
2024
Q2 | $313K | Sell |
3,377
-305
| -8% | -$28.3K | 0.17% | 106 |
|
|
2024
Q1 | $349K | Sell |
3,682
-188
| -5% | -$17.8K | 0.21% | 91 |
|
|
2023
Q4 | $346K | Buy |
3,870
+203
| +6% | +$18.1K | 0.23% | 95 |
|
|
2023
Q3 | $268K | Buy |
+3,667
| New | +$268K | 0.2% | 105 |
|