Investment Partners Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Buy |
3,257
+125
| +4% | +$10.4K | 0.19% | 129 |
|
2025
Q1 | $254K | Hold |
3,132
| – | – | 0.2% | 125 |
|
2024
Q4 | $282K | Buy |
3,132
+210
| +7% | +$18.9K | 0.22% | 117 |
|
2024
Q3 | $289K | Buy |
2,922
+31
| +1% | +$3.06K | 0.24% | 108 |
|
2024
Q2 | $268K | Hold |
2,891
| – | – | 0.24% | 107 |
|
2024
Q1 | $274K | Hold |
2,891
| – | – | 0.25% | 108 |
|
2023
Q4 | $258K | Buy |
+2,891
| New | +$258K | 0.26% | 107 |
|