Focus Partners Wealth’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
$2.55M Sell
30,694
-2,264
-7% -$188K 0.01% 835
2025
Q1
$2.67M Sell
32,958
-5,161
-14% -$419K 0.01% 772
2024
Q4
$3.43M Buy
38,119
+11,572
+44% +$1.04M 0.01% 713
2024
Q3
$2.6M Sell
26,547
-7,196
-21% -$705K 0.01% 711
2024
Q2
$3.13M Buy
33,743
+17,368
+106% +$1.61M 0.01% 580
2024
Q1
$1.55M Buy
16,375
+6,400
+64% +$607K 0.01% 526
2023
Q4
$891K Buy
+9,975
New +$891K 0.01% 473