Connectus Wealth’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
2024
Q1
$492K Sell
5,180
-150
-3% -$14.2K 0.01% 289
2023
Q4
$476K Hold
5,330
0.01% 408
2023
Q3
$389K Sell
5,330
-560
-10% -$40.9K 0.01% 406
2023
Q2
$490K Sell
5,890
-9,535
-62% -$793K 0.01% 354
2023
Q1
$1.18M Buy
15,425
+10,048
+187% +$766K 0.03% 272
2022
Q4
$446K Sell
5,377
-500
-9% -$41.5K 0.01% 348
2022
Q3
$467K Sell
5,877
-805
-12% -$64K 0.01% 412
2022
Q2
$496K Buy
+6,682
New +$496K 0.01% 334