Intercontinental Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-129
| Closed | -$12K | – | 311 |
|
2019
Q4 | $12K | Sell |
129
-21
| -14% | -$1.95K | 0.01% | 265 |
|
2019
Q3 | $11K | Hold |
150
| – | – | 0.01% | 332 |
|
2019
Q2 | $13K | Hold |
150
| – | – | 0.01% | 310 |
|
2019
Q1 | $14K | Hold |
150
| – | – | 0.01% | 335 |
|
2018
Q4 | $11K | Buy |
+150
| New | +$11K | 0.01% | 354 |
|