Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,690
| Closed | -$413K | – | 104 |
|
|
2021
Q4 | $413K | Hold |
3,690
| – | – | 0.21% | 55 |
|
|
2021
Q3 | $464K | Sell |
3,690
-589
| -14% | -$74.1K | 0.27% | 44 |
|
|
2021
Q2 | $579K | Sell |
4,279
-14,887
| -78% | -$2.01M | 0.31% | 45 |
|
|
2021
Q1 | $2.6M | Sell |
19,166
-2,124
| -10% | -$288K | 1.39% | 23 |
|
|
2020
Q4 | $3M | Buy |
21,290
+4,201
| +25% | +$591K | 1.71% | 21 |
|
|
2020
Q3 | $1.9M | Buy |
17,089
+210
| +1% | +$23.4K | 1.18% | 22 |
|
|
2020
Q2 | $1.89M | Buy |
+16,879
| New | +$1.89M | 1.11% | 20 |
|