IPW
IronBridge Private Wealth’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.68M | Sell |
20,662
-46,524
| -69% | -$3.77M | 0.66% | 31 |
|
|
2024
Q4 | $6.05M | Sell |
67,186
-2,052
| -3% | -$185K | 2.22% | 13 |
|
|
2024
Q3 | $6.84M | Sell |
69,238
-4,122
| -6% | -$407K | 2.55% | 11 |
|
|
2024
Q2 | $6.8M | Buy |
73,360
+830
| +1% | +$76.9K | 2.55% | 14 |
|
|
2024
Q1 | $6.88M | Sell |
72,530
-2,003
| -3% | -$190K | 2.85% | 12 |
|
|
2023
Q4 | $6.66M | Buy |
74,533
+20,477
| +38% | +$1.83M | 3.24% | 10 |
|
|
2023
Q3 | $3.95M | Buy |
+54,056
| New | +$3.95M | 2.14% | 14 |
|