Ironwood Investment Counsel’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
2024
Q4
Sell
-3,254
Closed -$321K 262
2024
Q3
$321K Sell
3,254
-45
-1% -$4.45K 0.05% 202
2024
Q2
$306K Buy
3,299
+132
+4% +$12.2K 0.05% 208
2024
Q1
$301K Sell
3,167
-490
-13% -$46.5K 0.05% 210
2023
Q4
$327K Sell
3,657
-24
-0.7% -$2.14K 0.06% 198
2023
Q3
$269K Buy
+3,681
New +$269K 0.06% 206