Norwood Financial’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
Q1 | $19K | Hold |
200
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $17.9K | Hold |
200
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $14.6K | Sell |
200
-50
| -20% | -$3.65K | 0.02% | 205 |
|
|
2023
Q2 | $20.8K | Hold |
250
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $19.1K | Hold |
250
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $20.8K | Hold |
250
| – | – | 0.03% | 178 |
|
|
2022
Q3 | $20K | Sell |
250
-75
| -23% | -$6K | 0.04% | 182 |
|
|
2022
Q2 | $24K | Buy |
325
+50
| +18% | +$3.69K | 0.04% | 172 |
|
|
2022
Q1 | $25K | Buy |
275
+205
| +293% | +$18.6K | 0.04% | 175 |
|
|
2021
Q4 | $8K | Buy |
+70
| New | +$8K | 0.01% | 226 |
|