Peterson Wealth Management’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
2021
Q2
Sell
-4,813
Closed -$653K 65
2021
Q1
$653K Sell
4,813
-1,726
-26% -$234K 0.55% 35
2020
Q4
$921K Buy
6,539
+818
+14% +$115K 0.75% 29
2020
Q3
$637K Buy
5,721
+998
+21% +$111K 0.56% 32
2020
Q2
$529K Buy
+4,723
New +$529K 0.53% 34