Concord 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$382 | – | 1067 |
|
|
2023
Q1 | $382 | Hold |
5
| – | – | ﹤0.01% | 946 |
|
|
2022
Q4 | $416 | Buy |
+5
| New | +$416 | ﹤0.01% | 1162 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 1177 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1398 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1409 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1278 |
|