Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-115
| Closed | -$10.3K | – | 448 |
|
|
2023
Q4 | $10.3K | Hold |
115
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $8.4K | Hold |
115
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $9.57K | Buy |
+115
| New | +$9.57K | ﹤0.01% | 296 |
|
|
2022
Q3 | – | Sell |
-132
| Closed | -$10K | – | 487 |
|
|
2022
Q2 | $10K | Hold |
132
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $12K | Hold |
132
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $17K | Hold |
132
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $18K | Hold |
132
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $18K | Buy |
132
+115
| +676% | +$15.7K | 0.01% | 257 |
|
|
2020
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | -$2K | – | 797 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 583 |
|
|
2018
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 680 |
|