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 |
|