CWA
Clarus Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,692
| Closed | -$459K | – | 119 |
|
|
2022
Q2 | $459K | Buy |
+5,692
| New | +$459K | 0.32% | 60 |
|
|
2021
Q2 | – | Sell |
-2,837
| Closed | -$368K | – | 139 |
|
|
2021
Q1 | $368K | Buy |
2,837
+401
| +16% | +$52K | 0.23% | 86 |
|
|
2020
Q4 | $361K | Buy |
+2,436
| New | +$361K | 0.24% | 85 |
|
|
2020
Q3 | – | Sell |
-2,242
| Closed | -$262K | – | 140 |
|
|
2020
Q2 | $262K | Buy |
+2,242
| New | +$262K | 0.22% | 96 |
|