HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Hold |
50
| – | – | ﹤0.01% | 706 |
|
|
2025
Q1 | $4.06K | Hold |
50
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $4.5K | Hold |
50
| – | – | ﹤0.01% | 690 |
|
|
2024
Q3 | $4.94K | Hold |
50
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $4.64K | Hold |
50
| – | – | ﹤0.01% | 640 |
|
|
2024
Q1 | $4.75K | Hold |
50
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $4.47K | Sell |
50
-51
| -50% | -$4.55K | ﹤0.01% | 636 |
|
|
2023
Q3 | $7.38K | Hold |
101
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $8.4K | Hold |
101
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $7.7K | Hold |
101
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $8.38K | Hold |
101
| – | – | ﹤0.01% | 475 |
|
|
2022
Q3 | $8K | Hold |
101
| – | – | ﹤0.01% | 476 |
|
|
2022
Q2 | $8K | Hold |
101
| – | – | ﹤0.01% | 584 |
|
|
2022
Q1 | $9K | Hold |
101
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $11K | Hold |
101
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $13K | Hold |
101
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $14K | Hold |
101
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $14K | Hold |
101
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $14K | Hold |
101
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $11K | Hold |
101
| – | – | ﹤0.01% | 384 |
|
|
2020
Q2 | $11K | Buy |
+101
| New | +$11K | ﹤0.01% | 369 |
|