Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $90K | Sell |
1,000
-1,062
| -52% | -$95.6K | 0.01% | 283 |
|
|
2021
Q4 | $231K | Buy |
2,062
+62
| +3% | +$6.95K | 0.02% | 202 |
|
|
2021
Q3 | $251K | Hold |
2,000
| – | – | 0.02% | 182 |
|
|
2021
Q2 | $271K | Hold |
2,000
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $271K | Hold |
2,000
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $282K | Hold |
2,000
| – | – | 0.03% | 155 |
|
|
2020
Q3 | $223K | Buy |
2,000
+1,000
| +100% | +$112K | 0.03% | 167 |
|
|
2020
Q2 | $112K | Hold |
1,000
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $77K | Buy |
+1,000
| New | +$77K | 0.01% | 233 |
|