IAM Advisory’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
2024
Q4
Sell
-16,060
Closed -$1.59M 108
2024
Q3
$1.59M Sell
16,060
-330
-2% -$32.6K 0.4% 48
2024
Q2
$1.52M Buy
16,390
+1,056
+7% +$97.9K 0.41% 49
2024
Q1
$1.46M Buy
+15,334
New +$1.46M 0.4% 47