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Peak Financial Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History

Peak Financial Advisors’s Portfolio XBI Stock Details XBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,345
Closed -$2.02M – 77
2022
Q4 		$2.02M Buy
+24,345
New +$2.02M 1.84% 16