Rezny 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
Q3 | – | Sell |
-39,976
| Closed | -$2.97M | – | 19 |
|
2022
Q2 | $2.97M | Buy |
39,976
+5,991
| +18% | +$445K | 1.14% | 12 |
|
2022
Q1 | $3.05M | Buy |
33,985
+5,739
| +20% | +$516K | 0.99% | 13 |
|
2021
Q4 | $3.16M | Buy |
28,246
+806
| +3% | +$90.2K | 0.98% | 11 |
|
2021
Q3 | $3.45M | Buy |
27,440
+23,431
| +584% | +$2.95M | 1.17% | 11 |
|
2021
Q2 | $542K | Buy |
+4,009
| New | +$542K | 0.19% | 13 |
|