HWM
Howard Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,414
| Closed | -$270K | – | 136 |
|
|
2021
Q4 | $270K | Sell |
2,414
-179
| -7% | -$20K | 0.14% | 109 |
|
|
2021
Q3 | $325K | Buy |
2,593
+44
| +2% | +$5.52K | 0.18% | 95 |
|
|
2021
Q2 | $345K | Buy |
2,549
+59
| +2% | +$7.99K | 0.19% | 95 |
|
|
2021
Q1 | $337K | Buy |
2,490
+18
| +0.7% | +$2.44K | 0.2% | 95 |
|
|
2020
Q4 | $348K | Buy |
2,472
+15
| +0.6% | +$2.11K | 0.22% | 91 |
|
|
2020
Q3 | $273K | Sell |
2,457
-74
| -3% | -$8.22K | 0.19% | 98 |
|
|
2020
Q2 | $283K | Buy |
+2,531
| New | +$283K | 0.23% | 89 |
|
|
2020
Q1 | – | Sell |
-2,406
| Closed | -$228K | – | 508 |
|
|
2019
Q4 | $228K | Buy |
+2,406
| New | +$228K | 0.19% | 92 |
|