Kellett 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
2022
Q2
Sell
-2,340
Closed -$210K 69
2022
Q1
$210K Hold
2,340
0.17% 60
2021
Q4
$262K Buy
+2,340
New +$262K 0.2% 54