B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $200K | Buy |
+3,885
| New | +$200K | 0.3% | 117 |
|
|
2015
Q3 | – | Sell |
-210
| Closed | -$17K | – | 766 |
|
|
2015
Q2 | $17K | Sell |
210
-150
| -42% | -$12.1K | 0.01% | 644 |
|
|
2015
Q1 | $27K | Hold |
360
| – | – | 0.02% | 536 |
|
|
2014
Q4 | $22K | Buy |
360
+150
| +71% | +$9.17K | 0.02% | 573 |
|
|
2014
Q3 | $10K | Hold |
210
| – | – | 0.01% | 778 |
|
|
2014
Q2 | $10K | Hold |
210
| – | – | 0.01% | 826 |
|
|
2014
Q1 | $10K | Buy |
+210
| New | +$10K | 0.01% | 763 |
|