Koa 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
Q1 | – | Sell |
-8,834
| Closed | -$796K | – | 53 |
|
|
2024
Q4 | $796K | Sell |
8,834
-389
| -4% | -$35K | 0.65% | 35 |
|
|
2024
Q3 | $911K | Sell |
9,223
-861
| -9% | -$85.1K | 0.7% | 35 |
|
|
2024
Q2 | $935K | Buy |
10,084
+232
| +2% | +$21.5K | 0.79% | 32 |
|
|
2024
Q1 | $935K | Buy |
9,852
+477
| +5% | +$45.3K | 0.84% | 32 |
|
|
2023
Q4 | $837K | Buy |
+9,375
| New | +$837K | 0.83% | 30 |
|