Personal Capital Advisors’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
2022
Q4
$232K Sell
2,796
-1,216
-30% -$101K ﹤0.01% 432
2022
Q3
$318K Buy
4,012
+276
+7% +$21.9K ﹤0.01% 350
2022
Q2
$277K Buy
3,736
+246
+7% +$18.2K ﹤0.01% 369
2022
Q1
$314K Sell
3,490
-356
-9% -$32K ﹤0.01% 381
2021
Q4
$431K Sell
3,846
-75
-2% -$8.41K ﹤0.01% 366
2021
Q3
$493K Buy
3,921
+110
+3% +$13.8K ﹤0.01% 311
2021
Q2
$516K Sell
3,811
-306
-7% -$41.4K ﹤0.01% 304
2021
Q1
$558K Buy
4,117
+1,666
+68% +$226K ﹤0.01% 293
2020
Q4
$345K Sell
2,451
-282
-10% -$39.7K ﹤0.01% 354
2020
Q3
$305K Buy
2,733
+188
+7% +$21K ﹤0.01% 327
2020
Q2
$285K Buy
+2,545
New +$285K ﹤0.01% 297
2020
Q1
Sell
-2,408
Closed -$229K 410
2019
Q4
$229K Buy
+2,408
New +$229K ﹤0.01% 372