Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $322K | Buy |
+2,876
| New | +$322K | 0.1% | 135 |
|
|
2018
Q3 | – | Sell |
-480
| Closed | -$46K | – | 449 |
|
|
2018
Q2 | $46K | Hold |
480
| – | – | 0.03% | 260 |
|
|
2018
Q1 | $42K | Hold |
480
| – | – | 0.03% | 252 |
|
|
2017
Q4 | $41K | Hold |
480
| – | – | 0.03% | 247 |
|
|
2017
Q3 | $42K | Hold |
480
| – | – | 0.03% | 246 |
|
|
2017
Q2 | $37K | Hold |
480
| – | – | 0.03% | 248 |
|
|
2017
Q1 | $33K | Hold |
480
| – | – | 0.02% | 245 |
|
|
2016
Q4 | $28K | Buy |
+480
| New | +$28K | 0.02% | 251 |
|