McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$5K | – | 427 |
|
|
2023
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 281 |
|
|
2022
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 286 |
|
|
2022
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 269 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$5K | – | 294 |
|
|
2022
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 235 |
|
|
2021
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 256 |
|