Buckingham Strategic Wealth’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
Q2 | $325K | Buy |
3,503
+51
| +1% | +$4.73K | ﹤0.01% | 581 |
|
2024
Q1 | $328K | Buy |
3,452
+335
| +11% | +$31.8K | ﹤0.01% | 568 |
|
2023
Q4 | $278K | Sell |
3,117
-50
| -2% | -$4.47K | ﹤0.01% | 586 |
|
2023
Q3 | $231K | Buy |
3,167
+208
| +7% | +$15.2K | ﹤0.01% | 597 |
|
2023
Q2 | $246K | Sell |
2,959
-743
| -20% | -$61.8K | ﹤0.01% | 577 |
|
2023
Q1 | $307K | Hold |
3,702
| – | – | 0.01% | 477 |
|
2022
Q4 | $307K | Buy |
+3,702
| New | +$307K | 0.01% | 479 |
|