Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
11,485
+537
| +5% | +$44.5K | 0.54% | 46 |
|
|
2025
Q1 | $888K | Sell |
10,948
-3,856
| -26% | -$313K | 0.54% | 48 |
|
|
2024
Q4 | $1.33M | Hold |
14,804
| – | – | 0.76% | 39 |
|
|
2024
Q3 | $1.46M | Buy |
14,804
+1,227
| +9% | +$121K | 0.8% | 34 |
|
|
2024
Q2 | $1.26M | Buy |
13,577
+3,395
| +33% | +$315K | 0.69% | 36 |
|
|
2024
Q1 | $966K | Sell |
10,182
-3,664
| -26% | -$348K | 0.57% | 44 |
|
|
2023
Q4 | $1.24M | Buy |
13,846
+2,060
| +17% | +$184K | 0.8% | 33 |
|
|
2023
Q3 | $861K | Sell |
11,786
-8,675
| -42% | -$633K | 0.61% | 42 |
|
|
2023
Q2 | $1.7M | Sell |
20,461
-2,083
| -9% | -$173K | 1.07% | 29 |
|
|
2023
Q1 | $1.72M | Sell |
22,544
-3,683
| -14% | -$281K | 1.17% | 32 |
|
|
2022
Q4 | $2.18M | Sell |
26,227
-4,058
| -13% | -$337K | 1.68% | 18 |
|
|
2022
Q3 | $2.4M | Sell |
30,285
-450
| -1% | -$35.7K | 1.73% | 16 |
|
|
2022
Q2 | $2.28M | Buy |
30,735
+2,951
| +11% | +$219K | 1.45% | 22 |
|
|
2022
Q1 | $2.57M | Buy |
27,784
+11,379
| +69% | +$1.05M | 1.06% | 25 |
|
|
2021
Q4 | $1.84M | Buy |
+16,405
| New | +$1.84M | 0.71% | 38 |
|