IWA
IBEX Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,359
| Closed | -$1.47M | – | 218 |
|
|
2024
Q4 | $1.47M | Buy |
+16,359
| New | +$1.47M | 0.17% | 99 |
|
|
2022
Q2 | – | Sell |
-4,456
| Closed | -$401K | – | 187 |
|
|
2022
Q1 | $401K | Buy |
4,456
+47
| +1% | +$4.23K | 0.08% | 126 |
|
|
2021
Q4 | $494K | Buy |
4,409
+344
| +8% | +$38.5K | 0.09% | 124 |
|
|
2021
Q3 | $511K | Buy |
4,065
+837
| +26% | +$105K | 0.1% | 124 |
|
|
2021
Q2 | $437K | Buy |
+3,228
| New | +$437K | 0.09% | 126 |
|
|
2019
Q3 | – | Sell |
-2,104
| Closed | -$184K | – | 361 |
|
|
2019
Q2 | $184K | Buy |
+2,104
| New | +$184K | 0.05% | 137 |
|