MinichMacGregor Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-31,075
Closed -$3.07M 129
2024
Q3
$3.07M Sell
31,075
-119
-0.4% -$11.8K 0.66% 45
2024
Q2
$2.89M Buy
31,194
+640
+2% +$59.3K 0.71% 41
2024
Q1
$2.87M Buy
+30,554
New +$2.87M 0.73% 42
2017
Q4
Sell
-200
Closed -$17K 539
2017
Q3
$17K Buy
+200
New +$17K 0.01% 217