Oliver Lagore Vanvalin Investment Group’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
Q3 | – | Sell |
-25
| Closed | -$2.32K | – | 776 |
|
2024
Q2 | $2.32K | Buy |
+25
| New | +$2.32K | ﹤0.01% | 590 |
|
2023
Q4 | – | Sell |
-3,641
| Closed | -$266K | – | 1001 |
|
2023
Q3 | $266K | Sell |
3,641
-1,676
| -32% | -$122K | 0.11% | 106 |
|
2023
Q2 | $442K | Sell |
5,317
-2,612
| -33% | -$217K | 0.16% | 89 |
|
2023
Q1 | $604K | Sell |
7,929
-20,862
| -72% | -$1.59M | 0.26% | 41 |
|
2022
Q4 | $2.39M | Buy |
28,791
+25,589
| +799% | +$2.12M | 1.35% | 16 |
|
2022
Q3 | $254K | Buy |
3,202
+196
| +7% | +$15.5K | 0.16% | 78 |
|
2022
Q2 | $223K | Buy |
+3,006
| New | +$223K | 0.13% | 84 |
|