Founders Financial Alliance’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 | – | Sell |
-26
| Closed | -$2.11K | – | 628 |
|
2025
Q1 | $2.11K | Hold |
26
| – | – | ﹤0.01% | 587 |
|
2024
Q4 | $2.34K | Hold |
26
| – | – | ﹤0.01% | 550 |
|
2024
Q3 | $2.57K | Hold |
26
| – | – | ﹤0.01% | 558 |
|
2024
Q2 | $2.41K | Hold |
26
| – | – | ﹤0.01% | 531 |
|
2024
Q1 | $2.47K | Hold |
26
| – | – | ﹤0.01% | 532 |
|
2023
Q4 | $2.32K | Hold |
26
| – | – | ﹤0.01% | 476 |
|
2023
Q3 | $1.9K | Hold |
26
| – | – | ﹤0.01% | 460 |
|
2023
Q2 | $2.16K | Sell |
26
-24
| -48% | -$2K | ﹤0.01% | 493 |
|
2023
Q1 | $3.81K | Sell |
50
-26
| -34% | -$1.98K | ﹤0.01% | 432 |
|
2022
Q4 | $6.31K | Hold |
76
| – | – | ﹤0.01% | 439 |
|
2022
Q3 | $6K | Sell |
76
-657
| -90% | -$51.9K | ﹤0.01% | 437 |
|
2022
Q2 | $54K | Buy |
733
+657
| +864% | +$48.4K | 0.03% | 326 |
|
2022
Q1 | $7K | Sell |
76
-3,608
| -98% | -$332K | ﹤0.01% | 408 |
|
2021
Q4 | $413K | Hold |
3,684
| – | – | 0.17% | 136 |
|
2021
Q3 | $463K | Sell |
3,684
-131
| -3% | -$16.5K | 0.22% | 107 |
|
2021
Q2 | $512K | Hold |
3,815
| – | – | 0.23% | 101 |
|
2021
Q1 | $482K | Sell |
3,815
-4
| -0.1% | -$505 | 0.24% | 96 |
|
2020
Q4 | $539K | Buy |
3,819
+50
| +1% | +$7.06K | 0.3% | 77 |
|
2020
Q3 | $419K | Buy |
+3,769
| New | +$419K | 0.25% | 82 |
|