Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,654
| Closed | -$1.95M | – | 1376 |
|
|
2024
Q4 | $1.95M | Buy |
+21,654
| New | +$1.95M | 0.03% | 518 |
|
|
2020
Q1 | – | Sell |
-3,714
| Closed | -$353K | – | 858 |
|
|
2019
Q4 | $353K | Buy |
+3,714
| New | +$353K | 0.02% | 634 |
|
|
2019
Q2 | – | Sell |
-2,495
| Closed | -$226K | – | 472 |
|
|
2019
Q1 | $226K | Sell |
2,495
-1,441
| -37% | -$131K | 0.03% | 377 |
|
|
2018
Q4 | $323K | Buy |
+3,936
| New | +$323K | 0.06% | 278 |
|
|
2018
Q2 | – | Sell |
-4,011
| Closed | -$323K | – | 378 |
|
|
2018
Q1 | $323K | Buy |
+4,011
| New | +$323K | 0.07% | 240 |
|