SWM
Selective Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,150
| Closed | -$91K | – | 739 |
|
|
2022
Q3 | $91K | Hold |
1,150
| – | – | 0.04% | 220 |
|
|
2022
Q2 | $85K | Hold |
1,150
| – | – | 0.03% | 247 |
|
|
2022
Q1 | $103K | Sell |
1,150
-750
| -39% | -$67.2K | 0.04% | 204 |
|
|
2021
Q4 | $213K | Hold |
1,900
| – | – | 0.09% | 116 |
|
|
2021
Q3 | $239K | Buy |
1,900
+1,100
| +138% | +$138K | 0.13% | 90 |
|
|
2021
Q2 | $108K | Buy |
+800
| New | +$108K | 0.09% | 112 |
|