Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-634
| Closed | -$42K | – | 1018 |
|
|
2016
Q3 | $42K | Buy |
634
+59
| +10% | +$3.91K | 0.02% | 446 |
|
|
2016
Q2 | $31K | Hold |
575
| – | – | 0.01% | 502 |
|
|
2016
Q1 | $30K | Hold |
575
| – | – | 0.01% | 470 |
|
|
2015
Q4 | $40K | Hold |
575
| – | – | 0.02% | 436 |
|
|
2015
Q3 | $36K | Buy |
575
+545
| +1,817% | +$34.1K | 0.02% | 441 |
|
|
2015
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1084 |
|