Lehman & Derafelo Financial Resources’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
Q4 | – | Sell |
-730
| Closed | -$58K | – | 203 |
|
|
2022
Q3 | $58K | Hold |
730
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $54K | Buy |
+730
| New | +$54K | 0.02% | 124 |
|
|
2021
Q4 | – | Sell |
-730
| Closed | -$92K | – | 194 |
|
|
2021
Q3 | $92K | Hold |
730
| – | – | 0.03% | 118 |
|
|
2021
Q2 | $99K | Hold |
730
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $99K | Hold |
730
| – | – | 0.03% | 130 |
|
|
2020
Q4 | $103K | Buy |
730
+180
| +33% | +$25.4K | 0.03% | 130 |
|
|
2020
Q3 | $61K | Hold |
550
| – | – | 0.02% | 126 |
|
|
2020
Q2 | $62K | Hold |
550
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $43K | Hold |
550
| – | – | 0.02% | 117 |
|
|
2019
Q4 | $52K | Buy |
550
+100
| +22% | +$9.46K | 0.02% | 129 |
|
|
2019
Q3 | $34K | Hold |
450
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $39K | Hold |
450
| – | – | 0.02% | 130 |
|
|
2019
Q1 | $41K | Hold |
450
| – | – | 0.02% | 130 |
|
|
2018
Q4 | $32K | Buy |
+450
| New | +$32K | 0.02% | 127 |
|