Golden State Equity Partners’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
Q4 | – | Sell |
-25
| Closed | -$2.47K | – | 898 |
|
2024
Q3 | $2.47K | Buy |
+25
| New | +$2.47K | ﹤0.01% | 684 |
|
2023
Q4 | $521K | Buy |
5,835
+59
| +1% | +$5.27K | 0.13% | 182 |
|
2023
Q3 | $422K | Buy |
5,776
+736
| +15% | +$53.7K | 0.12% | 188 |
|
2023
Q2 | $419K | Buy |
5,040
+1,156
| +30% | +$96.2K | 0.12% | 206 |
|
2023
Q1 | $296K | Buy |
+3,884
| New | +$296K | 0.16% | 150 |
|