RWA 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
$216K Sell
2,609
-929
-26% -$77K ﹤0.01% 563
2025
Q1
$287K Sell
3,538
-15
-0.4% -$1.22K ﹤0.01% 488
2024
Q4
$320K Buy
3,553
+1,508
+74% +$136K ﹤0.01% 478
2024
Q3
$202K Buy
+2,045
New +$202K ﹤0.01% 545
2018
Q3
Sell
-300
Closed -$29K 705
2018
Q2
$29K Buy
+300
New +$29K ﹤0.01% 490