LM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
8,877
-353
| -4% | -$29.3K | 0.09% | 101 |
|
|
2025
Q1 | $749K | Buy |
9,230
+142
| +2% | +$11.5K | 0.13% | 120 |
|
|
2024
Q4 | $818K | Buy |
9,088
+254
| +3% | +$22.9K | 0.15% | 102 |
|
|
2024
Q3 | $873K | Sell |
8,834
-15,188
| -63% | -$1.5M | 0.18% | 82 |
|
|
2024
Q2 | $2.23M | Buy |
24,022
+255
| +1% | +$23.6K | ﹤0.01% | 66 |
|
|
2024
Q1 | $2.26M | Sell |
23,767
-2,850
| -11% | -$270K | 0.36% | 57 |
|
|
2023
Q4 | $2.38M | Buy |
+26,617
| New | +$2.38M | 0.48% | 42 |
|