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 |
|