Founders Financial Securities’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 |
-3,264
| Closed | -$266K | – | 515 |
|
|
2025
Q1 | $266K | Sell |
3,264
-400
| -11% | -$32.6K | 0.02% | 407 |
|
|
2024
Q4 | $330K | Sell |
3,664
-1,857
| -34% | -$167K | 0.03% | 366 |
|
|
2024
Q3 | $545K | Sell |
5,521
-907
| -14% | -$89.6K | 0.05% | 256 |
|
|
2024
Q2 | $596K | Buy |
6,428
+858
| +15% | +$79.5K | 0.06% | 257 |
|
|
2024
Q1 | $529K | Buy |
5,570
+337
| +6% | +$32K | 0.06% | 255 |
|
|
2023
Q4 | $467K | Buy |
5,233
+101
| +2% | +$9.02K | 0.05% | 255 |
|
|
2023
Q3 | $375K | Sell |
5,132
-100
| -2% | -$7.3K | 0.05% | 241 |
|
|
2023
Q2 | $435K | Buy |
5,232
+476
| +10% | +$39.6K | 0.06% | 226 |
|
|
2023
Q1 | $362K | Buy |
4,756
+363
| +8% | +$27.7K | 0.05% | 240 |
|
|
2022
Q4 | $365K | Buy |
4,393
+450
| +11% | +$37.4K | 0.06% | 230 |
|
|
2022
Q3 | $313K | Buy |
+3,943
| New | +$313K | 0.06% | 228 |
|