LWA
Lowe Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-300
| Closed | -$33K | – | 285 |
|
|
2020
Q3 | $33K | Hold |
300
| – | – | 0.02% | 93 |
|
|
2020
Q2 | $34K | Hold |
300
| – | – | 0.02% | 87 |
|
|
2020
Q1 | $23K | Buy |
+300
| New | +$23K | 0.02% | 90 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | -$2K | – | 316 |
|
|
2019
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 237 |
|
|
2017
Q4 | – | Sell |
-54
| Closed | -$5K | – | 273 |
|
|
2017
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 188 |
|