Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Sell |
219
-100
| -31% | -$8.29K | ﹤0.01% | 914 |
|
|
2025
Q1 | $25.9K | Hold |
319
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $28.7K | Buy |
+319
| New | +$28.7K | ﹤0.01% | 681 |
|
|
2020
Q2 | – | Sell |
-285
| Closed | -$22K | – | 922 |
|
|
2020
Q1 | $22K | Buy |
+285
| New | +$22K | 0.01% | 489 |
|
|
2019
Q4 | – | Sell |
-335
| Closed | -$26K | – | 963 |
|
|
2019
Q3 | $26K | Hold |
335
| – | – | 0.01% | 571 |
|
|
2019
Q2 | $29K | Hold |
335
| – | – | 0.01% | 559 |
|
|
2019
Q1 | $30K | Buy |
+335
| New | +$30K | 0.01% | 548 |
|