HCR Wealth Advisors’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
2021
Q3
Sell
-2,462
Closed -$333K 205
2021
Q2
$333K Buy
2,462
+79
+3% +$10.7K 0.06% 152
2021
Q1
$323K Sell
2,383
-464
-16% -$62.9K 0.06% 151
2020
Q4
$401K Hold
2,847
0.08% 134
2020
Q3
$321K Buy
+2,847
New +$321K 0.07% 130