Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 234 |
|
|
2021
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 197 |
|
|
2021
Q2 | $9K | Buy |
+66
| New | +$9K | ﹤0.01% | 193 |
|
|
2020
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 169 |
|
|
2019
Q4 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 351 |
|
|
2019
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 569 |
|