Financial Gravity Asset Management’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
Q1 | $9.73K | Buy |
+120
| New | +$9.73K | ﹤0.01% | 613 |
|
2024
Q1 | – | Sell |
-38
| Closed | -$2.98K | – | 2099 |
|
2023
Q4 | $2.98K | Buy |
38
+19
| +100% | +$1.49K | ﹤0.01% | 932 |
|
2023
Q3 | $1.26K | Sell |
19
-64
| -77% | -$4.23K | ﹤0.01% | 742 |
|
2023
Q2 | $7.98K | Buy |
83
+7
| +9% | +$673 | 0.02% | 397 |
|
2023
Q1 | $23.9K | Sell |
76
-7
| -8% | -$2.2K | 0.74% | 30 |
|
2022
Q4 | $15.6K | Sell |
83
-75
| -47% | -$14.1K | 0.08% | 142 |
|
2022
Q3 | $1.53K | Sell |
158
-1,322
| -89% | -$12.8K | 0.05% | 321 |
|
2022
Q2 | $25.2K | Buy |
1,480
+1,300
| +722% | +$22.2K | 0.78% | 25 |
|
2022
Q1 | $1.73K | Sell |
180
-2,620
| -94% | -$25.2K | 0.05% | 303 |
|
2021
Q4 | $40K | Buy |
2,800
+2,781
| +14,637% | +$39.7K | 0.9% | 22 |
|
2021
Q3 | $126K | Hold |
19
| – | – | 0.06% | 288 |
|
2021
Q2 | $135K | Hold |
19
| – | – | 0.05% | 271 |
|
2021
Q1 | $2.62K | Hold |
19
| – | – | 0.05% | 219 |
|
2020
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 293 |
|
2020
Q2 | – | Sell |
-28
| Closed | -$2.2K | – | 949 |
|
2020
Q1 | $2.2K | Buy |
28
+21
| +300% | +$1.65K | 0.01% | 388 |
|
2019
Q4 | $95K | Sell |
7
-10
| -59% | -$136K | 0.07% | 343 |
|
2019
Q3 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 1131 |
|
2019
Q2 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 1150 |
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1220 |
|
2018
Q3 | $2K | Buy |
24
+5
| +26% | +$417 | ﹤0.01% | 1015 |
|
2018
Q2 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 1042 |
|
2018
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1293 |
|