LJI Wealth Management’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 | $1.3M | Buy |
15,680
+871
| +6% | +$72.2K | 0.23% | 49 |
|
|
2025
Q1 | $1.2M | Buy |
14,809
+1,195
| +9% | +$96.9K | 0.24% | 47 |
|
|
2024
Q4 | $1.23M | Sell |
13,614
-6,241
| -31% | -$562K | 0.24% | 46 |
|
|
2024
Q3 | $1.96M | Sell |
19,855
-530
| -3% | -$52.4K | 0.4% | 33 |
|
|
2024
Q2 | $1.89M | Buy |
+20,385
| New | +$1.89M | 0.42% | 32 |
|
|
2024
Q1 | – | Sell |
-20,772
| Closed | -$1.85M | – | 179 |
|
|
2023
Q4 | $1.85M | Buy |
20,772
+985
| +5% | +$88K | 0.48% | 28 |
|
|
2023
Q3 | $1.44M | Buy |
19,787
+822
| +4% | +$60K | 0.42% | 34 |
|
|
2023
Q2 | $1.58M | Sell |
18,965
-3,110
| -14% | -$259K | 0.46% | 31 |
|
|
2023
Q1 | $1.68M | Buy |
22,075
+2,534
| +13% | +$193K | 0.53% | 29 |
|
|
2022
Q4 | $1.62M | Buy |
+19,541
| New | +$1.62M | 0.57% | 30 |
|