Doyle Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-130
Closed -$11K 777
2019
Q2
$11K Buy
+130
New +$11.1K ﹤0.01% 623
2019
Q1
Sell
-130
Closed -$9K 768
2018
Q4
$9K Buy
+130
New +$10.5K ﹤0.01% 651

Other funds holding XBI

Doyle Wealth Management's XBI Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 130 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in XBI in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 130 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $11K in Q2 2019.
  • 406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.