Compass Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$51.5K Buy
2024
Q4
$39.2K Hold
2024
Q3
$43K Hold
2024
Q2
$40.3K Hold
2024
Q1
$41.3K Hold
2023
Q4
$38.8K Buy
2023
Q3
$29.6K Hold
2023
Q2
$33.7K Hold
2023
Q1
$30.9K Hold
2022
Q4
$33.6K Buy