Legacy Wealth Partners’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
Q2
$460K Sell
3,396
-946
-22% -$128K 0.26% 69
2021
Q1
$589K Buy
4,342
+546
+14% +$74.1K 0.34% 61
2020
Q4
$534K Buy
3,796
+1,447
+62% +$204K 0.34% 56
2020
Q3
$262K Sell
2,349
-269
-10% -$30K 0.19% 79
2020
Q2
$293K Buy
+2,618
New +$293K 0.22% 77