OPPS
Obsidian Personal Planning Solutions’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,097
| Closed | -$956K | – | 87 |
|
|
2023
Q3 | $956K | Buy |
13,097
+5,944
| +83% | +$434K | 0.82% | 23 |
|
|
2023
Q2 | $595K | Buy |
7,153
+2,100
| +42% | +$175K | 0.73% | 22 |
|
|
2023
Q1 | $385K | Buy |
5,053
+618
| +14% | +$47.1K | 0.56% | 30 |
|
|
2022
Q4 | $368K | Buy |
4,435
+1,085
| +32% | +$90K | 0.59% | 30 |
|
|
2022
Q3 | $266K | Buy |
+3,350
| New | +$266K | 0.49% | 30 |
|