Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
5,103
+214
| +4% | +$17.7K | 0.03% | 460 |
|
|
2025
Q1 | $396K | Buy |
4,889
+102
| +2% | +$8.26K | 0.04% | 462 |
|
|
2024
Q4 | $431K | Buy |
4,787
+1,557
| +48% | +$140K | 0.03% | 487 |
|
|
2024
Q3 | $319K | Sell |
3,230
-2,213
| -41% | -$219K | 0.02% | 561 |
|
|
2024
Q2 | $505K | Buy |
5,443
+411
| +8% | +$38.1K | 0.05% | 385 |
|
|
2024
Q1 | $477K | Sell |
5,032
-818
| -14% | -$77.6K | 0.06% | 362 |
|
|
2023
Q4 | $522K | Sell |
5,850
-465
| -7% | -$41.5K | 0.06% | 337 |
|
|
2023
Q3 | $719K | Buy |
6,315
+2,901
| +85% | +$330K | 0.12% | 188 |
|
|
2023
Q2 | $284K | Buy |
+3,414
| New | +$284K | 0.09% | 204 |
|