Lake Street Private Wealth’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
2024
Q4
Sell
-2,429
Closed -$240K 272
2024
Q3
$240K Sell
2,429
-25
-1% -$2.47K 0.04% 228
2024
Q2
$228K Buy
2,454
+80
+3% +$7.42K 0.03% 292
2024
Q1
$225K Buy
2,374
+95
+4% +$9.02K 0.03% 290
2023
Q4
$203K Buy
+2,279
New +$203K 0.03% 292