Curi 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
2022
Q3
Sell
-500
Closed -$37K 710
2022
Q2
$37K Sell
500
-87,753
-99% -$6.49M 0.01% 251
2022
Q1
$7.93M Sell
88,253
-11,397
-11% -$1.02M 1.37% 30
2021
Q4
$11.2M Buy
+99,650
New +$11.2M 1.93% 23