Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $361K | Hold |
4,944
| – | – | 0.04% | 211 |
|
|
2023
Q2 | $411K | Sell |
4,944
-1,500
| -23% | -$125K | 0.04% | 213 |
|
|
2023
Q1 | $491K | Buy |
+6,444
| New | +$491K | 0.05% | 194 |
|
|
2022
Q2 | $757K | Buy |
10,194
+1,400
| +16% | +$104K | 0.09% | 163 |
|
|
2022
Q1 | $790K | Buy |
8,794
+5,024
| +133% | +$451K | 0.08% | 167 |
|
|
2021
Q4 | $422K | Buy |
+3,770
| New | +$422K | 0.04% | 225 |
|