Sound Stewardship’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 |
-2,398
| Closed | -$216K | – | 64 |
|
|
2024
Q4 | $216K | Hold |
2,398
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $237K | Hold |
2,398
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $222K | Buy |
2,398
+21
| +0.9% | +$1.95K | 0.14% | 55 |
|
|
2024
Q1 | $226K | Sell |
2,377
-228
| -9% | -$21.6K | 0.14% | 58 |
|
|
2023
Q4 | $233K | Sell |
2,605
-1,188
| -31% | -$106K | 0.15% | 61 |
|
|
2023
Q3 | $277K | Sell |
3,793
-436
| -10% | -$31.8K | 0.19% | 58 |
|
|
2023
Q2 | $352K | Hold |
4,229
| – | – | 0.23% | 50 |
|
|
2023
Q1 | $322K | Sell |
4,229
-149
| -3% | -$11.4K | 0.22% | 51 |
|
|
2022
Q4 | $363K | Buy |
+4,378
| New | +$363K | 0.27% | 48 |
|