MGB 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
2024
Q4
Sell
-1,500
Closed -$148K 300
2024
Q3
$148K Hold
1,500
0.05% 200
2024
Q2
$148K Hold
1,500
0.06% 203
2024
Q1
$142K Hold
1,500
0.06% 195
2023
Q4
$134K Buy
+1,500
New +$134K 0.07% 192