MN Wealth 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
Q4
Sell
-12,448
Closed -$1.23M 103
2024
Q3
$1.23M Sell
12,448
-498
-4% -$49.2K 0.7% 33
2024
Q2
$1.2M Buy
12,946
+500
+4% +$46.4K 0.7% 33
2024
Q1
$1.18M Hold
12,446
0.73% 31
2023
Q4
$1.11M Buy
+12,446
New +$1.11M 0.77% 30