EWS

Evergreen Wealth Solutions’s SPDR S&P Biotech ETF XBI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6,621	Closed	-$492K	–	105
2022 Q2	$492K	Buy	6,621 +2,711	+69%	+$201K	0.6%	54
2022 Q1	$351K	Sell	3,910 -6,091	-61%	-$547K	0.34%	72
2021 Q4	$1.12M	Buy	+10,001	New	+$1.12M	1.02%	30