Bedell Frazier Investment Counselling’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
Sell
-66,009
Closed -$6.12M 109
2024
Q2
$6.12M Sell
66,009
-5,257
-7% -$487K 1.48% 23
2024
Q1
$6.76M Sell
71,266
-203
-0.3% -$19.3K 1.69% 21
2023
Q4
$6.38M Sell
71,469
-4,846
-6% -$433K 1.76% 20
2023
Q3
$5.57M Buy
+76,315
New +$5.57M 1.67% 24