GYL Financial Synergies’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
Q2
Sell
-2,346
Closed -$223K 385
2024
Q1
$223K Sell
2,346
-160
-6% -$15.2K 0.02% 349
2023
Q4
$224K Sell
2,506
-640
-20% -$57.1K 0.02% 336
2023
Q3
$230K Sell
3,146
-40
-1% -$2.92K 0.02% 303
2023
Q2
$265K Hold
3,186
0.02% 292
2023
Q1
$243K Buy
+3,186
New +$243K 0.03% 256