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