Guardian Wealth Advisors (North Carolina)’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
Q1 | – | Hold |
0
| – | -$13 | – | 553 |
|
|
2024
Q4 | – | Hold |
0
| – | -$14 | – | 517 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$13 | – | 452 |
|
|
2024
Q2 | $13 | Sell |
1
-134
| -99% | -$1.74K | ﹤0.01% | 438 |
|
|
2024
Q1 | $12.8K | Buy |
135
+2
| +2% | +$190 | ﹤0.01% | 380 |
|
|
2023
Q4 | $11.9K | Hold |
133
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $9.71K | Hold |
133
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $11.1K | Hold |
133
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $10.1K | Hold |
133
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $11K | Buy |
133
+51
| +62% | +$4.22K | ﹤0.01% | 287 |
|
|
2022
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $7K | Hold |
82
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $9K | Buy |
+82
| New | +$9K | ﹤0.01% | 208 |
|