DWM
Denver Wealth Management’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 | – | Sell |
-17,096
| Closed | -$1.39M | – | 91 |
|
|
2025
Q1 | $1.39M | Buy |
17,096
+2,480
| +17% | +$201K | 0.63% | 23 |
|
|
2024
Q4 | $1.32M | Sell |
14,616
-163
| -1% | -$14.7K | 0.59% | 25 |
|
|
2024
Q3 | $1.46M | Buy |
14,779
+127
| +0.9% | +$12.5K | 0.68% | 24 |
|
|
2024
Q2 | $1.36M | Sell |
14,652
-498
| -3% | -$46.2K | 0.68% | 23 |
|
|
2024
Q1 | $1.44M | Buy |
+15,150
| New | +$1.44M | 0.73% | 22 |
|