Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
6,965
+505
| +8% | +$41.9K | 0.04% | 367 |
|
|
2025
Q1 | $524K | Buy |
6,460
+684
| +12% | +$55.5K | 0.04% | 355 |
|
|
2024
Q4 | $520K | Buy |
+5,776
| New | +$520K | 0.04% | 348 |
|
|
2019
Q2 | – | Sell |
-850
| Closed | -$247K | – | 509 |
|
|
2019
Q1 | $247K | Buy |
+850
| New | +$247K | 0.03% | 441 |
|
|
2018
Q4 | – | Sell |
-137,122
| Closed | -$1.56M | – | 1151 |
|
|
2018
Q3 | $1.56M | Buy |
137,122
+53,825
| +65% | +$614K | 0.02% | 579 |
|
|
2018
Q2 | $865K | Buy |
+83,297
| New | +$865K | 0.01% | 822 |
|