Oxford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-147
| Closed | -$12.2K | – | 298 |
|
|
2023
Q2 | $12.2K | Buy |
+147
| New | +$12.2K | ﹤0.01% | 279 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 277 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $0 | Sell |
2
-775
| -100% | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $87K | Sell |
777
-66
| -8% | -$7.39K | 0.01% | 221 |
|
|
2021
Q3 | $106K | Hold |
843
| – | – | 0.01% | 192 |
|
|
2021
Q2 | $114K | Buy |
+843
| New | +$114K | 0.02% | 184 |
|