FIG
FundX Investment Group’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,598
| Closed | -$2.39M | – | 48 |
|
|
2021
Q1 | $2.39M | Buy |
17,598
+1,634
| +10% | +$222K | 1.35% | 18 |
|
|
2020
Q4 | $2.25M | Buy |
15,964
+356
| +2% | +$50.1K | 0.94% | 19 |
|
|
2020
Q3 | $1.74M | Buy |
+15,608
| New | +$1.74M | 0.67% | 21 |
|
|
2018
Q4 | – | Sell |
-23,150
| Closed | -$2.22M | – | 57 |
|
|
2018
Q3 | $2.22M | Buy |
23,150
+3,787
| +20% | +$363K | 1.22% | 11 |
|
|
2018
Q2 | $1.84M | Buy |
19,363
+1,337
| +7% | +$127K | 0.91% | 12 |
|
|
2018
Q1 | $1.58M | Sell |
18,026
-457
| -2% | -$40.1K | 0.83% | 11 |
|
|
2017
Q4 | $1.57M | Buy |
18,483
+1,113
| +6% | +$94.5K | 0.79% | 15 |
|
|
2017
Q3 | $1.5M | Buy |
+17,370
| New | +$1.5M | 0.63% | 14 |
|
|
2013
Q4 | – | Sell |
-2,800
| Closed | -$362K | – | 31 |
|
|
2013
Q3 | $362K | Sell |
2,800
-5,000
| -64% | -$646K | 0.14% | 20 |
|
|
2013
Q2 | $813K | Buy |
+7,800
| New | +$813K | 0.35% | 17 |
|