PWA
Phoenix Wealth Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
26,106
-312
| -1% | -$9.38K | 0.33% | 64 |
|
|
2025
Q1 | $753K | Buy |
26,418
+346
| +1% | +$9.87K | 0.33% | 62 |
|
|
2024
Q4 | $861K | Sell |
26,072
-5
| -0% | -$165 | 0.37% | 53 |
|
|
2024
Q3 | $973K | Buy |
26,077
+226
| +0.9% | +$8.44K | 0.45% | 49 |
|
|
2024
Q2 | $868K | Sell |
25,851
-219
| -0.8% | -$7.36K | 0.44% | 50 |
|
|
2024
Q1 | $932K | Buy |
26,070
+15,132
| +138% | +$541K | 0.57% | 45 |
|
|
2023
Q4 | $359K | Buy |
10,938
+1,130
| +12% | +$37.1K | 0.25% | 78 |
|
|
2023
Q3 | $267K | Buy |
9,808
+224
| +2% | +$6.1K | 0.16% | 96 |
|
|
2023
Q2 | $302K | Sell |
9,584
-460
| -5% | -$14.5K | 0.18% | 83 |
|
|
2023
Q1 | $273K | Buy |
+10,044
| New | +$273K | 0.17% | 84 |
|