High Net Worth Advisory Group’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,525
| Closed | -$127K | – | 589 |
|
|
2022
Q4 | $127K | Buy |
1,525
+30
| +2% | +$2.49K | 0.05% | 222 |
|
|
2022
Q3 | $119K | Sell |
1,495
-55
| -4% | -$4.38K | 0.05% | 223 |
|
|
2022
Q2 | $115K | Sell |
1,550
-1,046
| -40% | -$77.6K | 0.05% | 226 |
|
|
2022
Q1 | $233K | Sell |
2,596
-325
| -11% | -$29.2K | 0.08% | 167 |
|
|
2021
Q4 | $327K | Buy |
+2,921
| New | +$327K | 0.11% | 150 |
|