Kingsview Wealth 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 | $474K | Sell |
5,710
-275
| -5% | -$22.8K | 0.01% | 785 |
|
|
2025
Q1 | $485K | Sell |
5,985
-365
| -6% | -$29.6K | 0.01% | 731 |
|
|
2024
Q4 | $572K | Buy |
6,350
+2,388
| +60% | +$215K | 0.01% | 700 |
|
|
2024
Q3 | $391K | Buy |
3,962
+299
| +8% | +$29.5K | 0.01% | 792 |
|
|
2024
Q2 | $340K | Buy |
3,663
+168
| +5% | +$15.6K | 0.01% | 802 |
|
|
2024
Q1 | $332K | Buy |
3,495
+127
| +4% | +$12.1K | 0.01% | 785 |
|
|
2023
Q4 | $301K | Sell |
3,368
-1,325
| -28% | -$118K | 0.01% | 769 |
|
|
2023
Q3 | $343K | Sell |
4,693
-832
| -15% | -$60.7K | 0.01% | 716 |
|
|
2023
Q2 | $460K | Sell |
5,525
-3,253
| -37% | -$271K | 0.02% | 620 |
|
|
2023
Q1 | $669K | Buy |
8,778
+3,284
| +60% | +$250K | 0.03% | 499 |
|
|
2022
Q4 | $456K | Sell |
5,494
-846
| -13% | -$70.2K | 0.02% | 538 |
|
|
2022
Q3 | $503K | Buy |
6,340
+335
| +6% | +$26.6K | 0.02% | 504 |
|
|
2022
Q2 | $446K | Sell |
6,005
-447
| -7% | -$33.2K | 0.02% | 562 |
|
|
2022
Q1 | $580K | Buy |
6,452
+250
| +4% | +$22.5K | 0.03% | 536 |
|
|
2021
Q4 | $694K | Sell |
6,202
-421
| -6% | -$47.1K | 0.03% | 491 |
|
|
2021
Q3 | $833K | Buy |
6,623
+4,174
| +170% | +$525K | 0.04% | 417 |
|
|
2021
Q2 | $339K | Buy |
+2,449
| New | +$339K | 0.02% | 666 |
|
|
2019
Q3 | – | Sell |
-54,121
| Closed | -$4.75M | – | 446 |
|
|
2019
Q2 | $4.75M | Buy |
+54,121
| New | +$4.75M | 0.8% | 25 |
|
|
2017
Q4 | – | Sell |
-38,679
| Closed | -$3.35M | – | 333 |
|
|
2017
Q3 | $3.35M | Buy |
38,679
+1,966
| +5% | +$170K | 1.47% | 8 |
|
|
2017
Q2 | $2.83M | Buy |
+36,713
| New | +$2.83M | 1.46% | 7 |
|