Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $219K | Buy |
2,640
+1,320
| +100% | +$110K | 0.03% | 322 |
|
|
2022
Q3 | $105K | Hold |
1,320
| – | – | 0.03% | 319 |
|
|
2022
Q2 | $98K | Hold |
1,320
| – | – | 0.03% | 337 |
|
|
2022
Q1 | $119K | Buy |
+1,320
| New | +$119K | 0.03% | 348 |
|
|
2021
Q3 | $166K | Hold |
1,320
| – | – | 0.06% | 246 |
|
|
2021
Q2 | $179K | Buy |
+1,320
| New | +$179K | 0.07% | 246 |
|