Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
10,668
+2,057
| +24% | +$171K | 0.43% | 79 |
|
|
2025
Q1 | $698K | Buy |
8,611
+4,252
| +98% | +$345K | 0.38% | 86 |
|
|
2024
Q4 | $393K | Buy |
4,359
+273
| +7% | +$24.6K | 0.2% | 95 |
|
|
2024
Q3 | $404K | Buy |
4,086
+156
| +4% | +$15.4K | 0.22% | 94 |
|
|
2024
Q2 | $364K | Buy |
3,930
+92
| +2% | +$8.53K | 0.21% | 98 |
|
|
2024
Q1 | $364K | Sell |
3,838
-346
| -8% | -$32.8K | 0.23% | 93 |
|
|
2023
Q4 | $374K | Buy |
4,184
+1,235
| +42% | +$110K | 0.27% | 72 |
|
|
2023
Q3 | $215K | Hold |
2,949
| – | – | 0.17% | 62 |
|
|
2023
Q2 | $245K | Sell |
2,949
-33
| -1% | -$2.75K | 0.19% | 58 |
|
|
2023
Q1 | $227K | Buy |
2,982
+524
| +21% | +$39.9K | 0.18% | 55 |
|
|
2022
Q4 | $204K | Buy |
+2,458
| New | +$204K | 0.16% | 63 |
|