Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-156
| Closed | -$14K | – | 514 |
|
|
2019
Q2 | $14K | Hold |
156
| – | – | ﹤0.01% | 415 |
|
|
2019
Q1 | $14K | Hold |
156
| – | – | ﹤0.01% | 426 |
|
|
2018
Q4 | $11K | Sell |
156
-59
| -27% | -$4.16K | ﹤0.01% | 402 |
|
|
2018
Q3 | $21K | Hold |
215
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $20K | Sell |
215
-25
| -10% | -$2.33K | ﹤0.01% | 349 |
|
|
2018
Q1 | $21K | Buy |
+240
| New | +$21K | ﹤0.01% | 331 |
|
|
2015
Q3 | – | Sell |
-4,170
| Closed | -$351K | – | 226 |
|
|
2015
Q2 | $351K | Buy |
+4,170
| New | +$351K | 0.02% | 191 |
|