Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Hold |
535
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $43.4K | Hold |
535
| – | – | 0.02% | 245 |
|
|
2024
Q4 | $48.2K | Hold |
535
| – | – | 0.02% | 234 |
|
|
2024
Q3 | $52.8K | Hold |
535
| – | – | 0.02% | 216 |
|
|
2024
Q2 | $49.6K | Buy |
535
+1
| +0.2% | +$93 | 0.02% | 215 |
|
|
2024
Q1 | $50.7K | Hold |
534
| – | – | 0.03% | 217 |
|
|
2023
Q4 | $39K | Hold |
534
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $39K | Hold |
534
| – | – | 0.03% | 168 |
|
|
2023
Q2 | $44.4K | Hold |
534
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $40.7K | Buy |
+534
| New | +$40.7K | 0.04% | 178 |
|