Life Planning 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-720
| Closed | -$64.3K | – | 260 |
|
2023
Q4 | $64.3K | Buy |
+720
| New | +$64.3K | 0.06% | 95 |
|
2022
Q3 | $57.1K | Hold |
720
| – | – | 0.07% | 84 |
|
2022
Q2 | $53K | Hold |
720
| – | – | 0.06% | 86 |
|
2022
Q1 | $65K | Hold |
720
| – | – | 0.07% | 78 |
|
2021
Q4 | $81K | Buy |
+720
| New | +$81K | 0.08% | 73 |
|