Kingswood Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Buy
2025
Q2
$423K Buy
2025
Q1
$396K Buy
2024
Q4
$431K Buy
2024
Q3
$319K Sell
2024
Q2
$505K Buy
2024
Q1
$477K Sell
2023
Q4
$522K Sell
2023
Q3
$719K Buy
2023
Q2
$284K Buy