LWL
Leo Wealth LLC’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,275
| Closed | -$347K | – | 401 |
|
|
2025
Q1 | $347K | Hold |
4,275
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $385K | Sell |
4,275
-6
| -0.1% | -$540 | 0.03% | 256 |
|
|
2024
Q3 | $423K | Buy |
4,281
+1,002
| +31% | +$99K | 0.04% | 243 |
|
|
2024
Q2 | $304K | Buy |
3,279
+702
| +27% | +$65.1K | 0.03% | 269 |
|
|
2024
Q1 | $245K | Buy |
2,577
+260
| +11% | +$24.7K | 0.03% | 294 |
|
|
2023
Q4 | $207K | Buy |
+2,317
| New | +$207K | 0.02% | 309 |
|