Estate Counselors’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
Q4 | – | Sell |
-127,720
| Closed | -$9.33M | – | 141 |
|
|
2023
Q3 | $9.33M | Buy |
127,720
+4,835
| +4% | +$353K | 1.24% | 25 |
|
|
2023
Q2 | $10.2M | Sell |
122,885
-87,505
| -42% | -$7.28M | 1.3% | 25 |
|
|
2023
Q1 | $16M | Buy |
210,390
+132,175
| +169% | +$10.1M | 2.12% | 19 |
|
|
2022
Q4 | $6.49M | Buy |
78,215
+4,130
| +6% | +$343K | 0.91% | 34 |
|
|
2022
Q3 | $5.88M | Sell |
74,085
-84,255
| -53% | -$6.68M | 0.91% | 30 |
|
|
2022
Q2 | $11.8M | Buy |
+158,340
| New | +$11.8M | 1.75% | 17 |
|