Choice Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,228
| Closed | -$1.03M | – | 26 |
|
|
2021
Q4 | $1.03M | Sell |
9,228
-3,639
| -28% | -$407K | 0.76% | 13 |
|
|
2021
Q3 | $1.62M | Buy |
12,867
+281
| +2% | +$35.3K | 1.31% | 12 |
|
|
2021
Q2 | $1.7M | Buy |
12,586
+3,974
| +46% | +$538K | 1.22% | 13 |
|
|
2021
Q1 | $1.17M | Buy |
8,612
+1,946
| +29% | +$264K | 0.96% | 12 |
|
|
2020
Q4 | $938K | Buy |
+6,666
| New | +$938K | 0.85% | 14 |
|