Frontier Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-5,579
| Closed | -$432K | – | 372 |
|
2020
Q1 | $432K | Buy |
5,579
+1,023
| +22% | +$79.2K | 0.07% | 185 |
|
2019
Q4 | $433K | Sell |
4,556
-1,012
| -18% | -$96.2K | 0.07% | 197 |
|
2019
Q3 | $425K | Hold |
5,568
| – | – | 0.06% | 209 |
|
2019
Q2 | $488K | Sell |
5,568
-1,138
| -17% | -$99.7K | 0.07% | 194 |
|
2019
Q1 | $607K | Buy |
6,706
+19
| +0.3% | +$1.72K | 0.08% | 197 |
|
2018
Q4 | $480K | Buy |
+6,687
| New | +$480K | 0.07% | 207 |
|