Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.39K | Hold |
38
| – | – | ﹤0.01% | 964 |
|
|
2023
Q3 | $2.78K | Hold |
38
| – | – | ﹤0.01% | 766 |
|
|
2023
Q2 | $3.16K | Hold |
38
| – | – | ﹤0.01% | 786 |
|
|
2023
Q1 | $2.9K | Buy |
+38
| New | +$2.9K | ﹤0.01% | 777 |
|
|
2017
Q3 | – | Sell |
-150
| Closed | -$12K | – | 693 |
|
|
2017
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 331 |
|
|
2017
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2016
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 314 |
|