Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,390
| Closed | -$411K | – | 667 |
|
|
2023
Q1 | $411K | Sell |
5,390
-2,372
| -31% | -$181K | 0.03% | 399 |
|
|
2022
Q4 | $644K | Buy |
7,762
+117
| +2% | +$9.71K | 0.05% | 301 |
|
|
2022
Q3 | $606K | Buy |
+7,645
| New | +$606K | 0.05% | 302 |
|
|
2021
Q3 | – | Sell |
-2,177
| Closed | -$295K | – | 364 |
|
|
2021
Q2 | $295K | Buy |
+2,177
| New | +$295K | 0.04% | 278 |
|