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