Rooted Wealth 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
Q1 | – | Sell |
-15,786
| Closed | -$1.47M | – | 97 |
|
|
2024
Q4 | $1.47M | Buy |
15,786
+2,199
| +16% | +$204K | 0.57% | 34 |
|
|
2024
Q3 | $1.31M | Sell |
13,587
-1,264
| -9% | -$122K | 0.58% | 32 |
|
|
2024
Q2 | $1.45M | Buy |
14,851
+1,513
| +11% | +$148K | 0.64% | 31 |
|
|
2024
Q1 | $1.21M | Sell |
13,338
-1,293
| -9% | -$117K | 0.6% | 37 |
|
|
2023
Q4 | $1.31M | Buy |
14,631
+696
| +5% | +$62.5K | 0.69% | 33 |
|
|
2023
Q3 | $1.01M | Buy |
+13,935
| New | +$1.01M | 0.62% | 33 |
|