EverSource Wealth Advisors’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
$498 Hold
6
﹤0.01% 3893
2025
Q1
$487 Hold
6
﹤0.01% 3465
2024
Q4
$540 Sell
6
-63
-91% -$5.67K ﹤0.01% 3167
2024
Q3
$6.82K Hold
69
﹤0.01% 2076
2024
Q2
$6.84K Hold
69
﹤0.01% 2070
2024
Q1
$5.84K Buy
+69
New +$5.84K ﹤0.01% 1975