Resurgent Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $573K | Buy |
6,910
+2,163
| +46% | +$179K | 0.31% | 94 |
|
2025
Q1 | $385K | Buy |
4,747
+2,152
| +83% | +$175K | 0.23% | 121 |
|
2024
Q4 | $234K | Sell |
2,595
-2,322
| -47% | -$209K | 0.14% | 160 |
|
2024
Q3 | $486K | Sell |
4,917
-343
| -7% | -$33.9K | 0.28% | 105 |
|
2024
Q2 | $488K | Buy |
5,260
+628
| +14% | +$58.2K | 0.3% | 103 |
|
2024
Q1 | $439K | Buy |
4,632
+1,483
| +47% | +$141K | 0.23% | 116 |
|
2023
Q4 | $281K | Sell |
3,149
-3,037
| -49% | -$271K | 0.17% | 136 |
|
2023
Q3 | $452K | Sell |
6,186
-415
| -6% | -$30.3K | 0.31% | 86 |
|
2023
Q2 | $549K | Sell |
6,601
-157
| -2% | -$13.1K | 0.36% | 73 |
|
2023
Q1 | $515K | Buy |
6,758
+1,400
| +26% | +$107K | 0.34% | 73 |
|
2022
Q4 | $445K | Sell |
5,358
-146
| -3% | -$12.1K | 0.23% | 98 |
|
2022
Q3 | $436K | Buy |
5,504
+2,274
| +70% | +$180K | 0.29% | 95 |
|
2022
Q2 | $240K | Buy |
+3,230
| New | +$240K | 0.15% | 152 |
|