Intrepid Financial Planning Group’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
Q2 | $304K | Hold |
3,661
| – | – | 0.13% | 96 |
|
|
2025
Q1 | $297K | Sell |
3,661
-350
| -9% | -$28.4K | 0.14% | 92 |
|
|
2024
Q4 | $361K | Sell |
4,011
-410
| -9% | -$36.9K | 0.15% | 87 |
|
|
2024
Q3 | $437K | Sell |
4,421
-220
| -5% | -$21.7K | 0.19% | 76 |
|
|
2024
Q2 | $430K | Hold |
4,641
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $440K | Sell |
4,641
-375
| -7% | -$35.6K | 0.19% | 79 |
|
|
2023
Q4 | $448K | Sell |
5,016
-50
| -1% | -$4.47K | 0.21% | 72 |
|
|
2023
Q3 | $370K | Hold |
5,066
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $421K | Sell |
5,066
-60
| -1% | -$4.99K | 0.2% | 73 |
|
|
2023
Q1 | $391K | Sell |
5,126
-68
| -1% | -$5.18K | 0.2% | 72 |
|
|
2022
Q4 | $431K | Sell |
5,194
-563
| -10% | -$46.7K | 0.23% | 65 |
|
|
2022
Q3 | $457K | Buy |
5,757
+10
| +0.2% | +$794 | 0.26% | 57 |
|
|
2022
Q2 | $427K | Buy |
+5,747
| New | +$427K | 0.23% | 60 |
|