Laidlaw 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
2021
Q4
Sell
-5,315
Closed -$668K 420
2021
Q3
$668K Buy
5,315
+1,653
+45% +$208K 0.17% 126
2021
Q2
$496K Sell
3,662
-4,381
-54% -$593K 0.13% 152
2021
Q1
$1.09M Sell
8,043
-4,570
-36% -$620K 0.37% 75
2020
Q4
$1.78M Buy
+12,613
New +$1.78M 0.37% 72