BBJS Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.12M | Buy |
51,839
+33
| +0.1% | +$3.26K | 1.83% | 17 |
|
|
2024
Q2 | $4.8M | Buy |
51,806
+930
| +2% | +$86.2K | 1.79% | 16 |
|
|
2024
Q1 | $4.83M | Buy |
50,876
+255
| +0.5% | +$24.2K | 1.72% | 16 |
|
|
2023
Q4 | $4.52M | Sell |
50,621
-7,189
| -12% | -$642K | 1.57% | 16 |
|
|
2023
Q3 | $4.22M | Buy |
57,810
+4,832
| +9% | +$353K | 1.6% | 18 |
|
|
2023
Q2 | $4.41M | Buy |
52,978
+1,973
| +4% | +$164K | 1.77% | 16 |
|
|
2023
Q1 | $3.89M | Buy |
51,005
+4,440
| +10% | +$338K | 1.58% | 19 |
|
|
2022
Q4 | $3.86M | Buy |
+46,565
| New | +$3.86M | 1.74% | 17 |
|