CFM Wealth Partners’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
2020
Q3
Sell
-1,852
Closed -$207K 462
2020
Q2
$207K Sell
1,852
-100
-5% -$11.2K 0.08% 140
2020
Q1
$151K Hold
1,952
0.07% 160
2019
Q4
$190K Buy
+1,952
New +$190K 0.07% 150