Red Door 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,330
| Closed | -$260K | – | 167 |
|
|
2021
Q4 | $260K | Sell |
2,330
-96
| -4% | -$10.7K | 0.09% | 141 |
|
|
2021
Q3 | $305K | Hold |
2,426
| – | – | 0.12% | 125 |
|
|
2021
Q2 | $328K | Buy |
+2,426
| New | +$328K | 0.13% | 115 |
|
|
2020
Q3 | – | Sell |
-1,299
| Closed | -$145K | – | 440 |
|
|
2020
Q2 | $145K | Hold |
1,299
| – | – | 0.11% | 112 |
|
|
2020
Q1 | $100K | Buy |
+1,299
| New | +$100K | 0.09% | 120 |
|