Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-69,351
| Closed | -$5.89M | – | 99 |
|
|
2017
Q4 | $5.89M | Sell |
69,351
-215
| -0.3% | -$18.2K | 1.09% | 36 |
|
|
2017
Q3 | $6.02M | Sell |
69,566
-2,025
| -3% | -$175K | 1.15% | 36 |
|
|
2017
Q2 | $5.53M | Buy |
71,591
+4,115
| +6% | +$318K | 1.15% | 36 |
|
|
2017
Q1 | $4.68M | Buy |
67,476
+32,195
| +91% | +$2.23M | 1.03% | 41 |
|
|
2016
Q4 | $2.09M | Sell |
35,281
-18,679
| -35% | -$1.11M | 0.5% | 56 |
|
|
2016
Q3 | $3.23M | Buy |
+53,960
| New | +$3.23M | 0.82% | 48 |
|