Schneider Downs Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,506
| Closed | -$204K | – | 150 |
|
|
2021
Q2 | $204K | Hold |
1,506
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $204K | Hold |
1,506
| – | – | 0.05% | 132 |
|
|
2020
Q4 | $212K | Sell |
1,506
-735
| -33% | -$103K | 0.06% | 89 |
|
|
2020
Q3 | $250K | Buy |
+2,241
| New | +$250K | 0.08% | 87 |
|
|
2017
Q3 | – | Sell |
-2,648
| Closed | -$204K | – | 46 |
|
|
2017
Q2 | $204K | Buy |
+2,648
| New | +$204K | 0.13% | 42 |
|