Legend Financial Advisors’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
Q2 | $18.1K | Buy |
+218
| New | +$18.1K | 0.01% | 92 |
|
|
2025
Q1 | – | Sell |
-218
| Closed | -$19.6K | – | 258 |
|
|
2024
Q4 | $19.6K | Buy |
218
+61
| +39% | +$5.49K | 0.01% | 86 |
|
|
2024
Q3 | $15.5K | Sell |
157
-55
| -26% | -$5.43K | 0.01% | 86 |
|
|
2024
Q2 | $19.7K | Buy |
212
+64
| +43% | +$5.93K | 0.01% | 100 |
|
|
2024
Q1 | $14K | Buy |
148
+22
| +17% | +$2.09K | 0.01% | 114 |
|
|
2023
Q4 | $11.3K | Hold |
126
| – | – | 0.01% | 121 |
|
|
2023
Q3 | $9.2K | Buy |
126
+4
| +3% | +$292 | 0.01% | 139 |
|
|
2023
Q2 | $10.2K | Sell |
122
-156
| -56% | -$13K | 0.01% | 149 |
|
|
2023
Q1 | $21.2K | Sell |
278
-15,384
| -98% | -$1.17M | 0.02% | 101 |
|
|
2022
Q4 | $1.3M | Sell |
15,662
-13
| -0.1% | -$1.08K | 1.14% | 17 |
|
|
2022
Q3 | $1.24M | Buy |
+15,675
| New | +$1.24M | 1.17% | 17 |
|