Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$11K | – | 1018 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 439 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 811 |
|
|
2020
Q1 | $1K | Sell |
16
-39
| -71% | -$2.44K | ﹤0.01% | 738 |
|
|
2019
Q4 | $5K | Buy |
55
+39
| +244% | +$3.55K | ﹤0.01% | 489 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 602 |
|
|
2019
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 397 |
|
|
2015
Q4 | – | Sell |
-735
| Closed | -$46K | – | 567 |
|
|
2015
Q3 | $46K | Buy |
+735
| New | +$46K | 0.02% | 91 |
|