CIA
Concurrent Investment Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
7,338
-1,166
| -14% | -$96.7K | 0.01% | 771 |
|
|
2025
Q1 | $690K | Buy |
8,504
+5,300
| +165% | +$430K | 0.02% | 643 |
|
|
2024
Q4 | $289K | Sell |
3,204
-99
| -3% | -$8.92K | 0.01% | 833 |
|
|
2024
Q3 | $326K | Sell |
3,303
-10
| -0.3% | -$988 | 0.01% | 744 |
|
|
2024
Q2 | $307K | Buy |
3,313
+749
| +29% | +$69.4K | 0.01% | 721 |
|
|
2024
Q1 | $243K | Buy |
2,564
+299
| +13% | +$28.4K | 0.01% | 726 |
|
|
2023
Q4 | $202K | Buy |
+2,265
| New | +$202K | 0.01% | 763 |
|