BlackDiamond 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
Q1 | – | Sell |
-2,443
| Closed | -$220K | – | 180 |
|
|
2024
Q4 | $220K | Sell |
2,443
-6
| -0.2% | -$540 | 0.13% | 150 |
|
|
2024
Q3 | $246K | Sell |
2,449
-153
| -6% | -$15.4K | 0.15% | 143 |
|
|
2024
Q2 | $247K | Sell |
2,602
-27
| -1% | -$2.57K | 0.16% | 122 |
|
|
2024
Q1 | $249K | Sell |
2,629
-19
| -0.7% | -$1.8K | 0.18% | 127 |
|
|
2023
Q4 | $234K | Buy |
+2,648
| New | +$234K | 0.17% | 126 |
|
|
2023
Q3 | – | Sell |
-2,516
| Closed | -$209K | – | 141 |
|
|
2023
Q2 | $209K | Buy |
+2,516
| New | +$209K | 0.18% | 121 |
|