Squar Milner Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-529
| Closed | -$40K | – | 759 |
|
2020
Q1 | $40K | Hold |
529
| – | – | 0.02% | 381 |
|
2019
Q4 | $50K | Buy |
+529
| New | +$50K | 0.03% | 407 |
|
2019
Q3 | – | Sell |
-529
| Closed | -$46K | – | 733 |
|
2019
Q2 | $46K | Hold |
529
| – | – | 0.03% | 361 |
|
2019
Q1 | $47K | Hold |
529
| – | – | 0.03% | 325 |
|
2018
Q4 | $38K | Buy |
529
+399
| +307% | +$28.7K | 0.04% | 322 |
|
2018
Q3 | $12K | Sell |
130
-1,335
| -91% | -$123K | 0.01% | 471 |
|
2018
Q2 | $139K | Buy |
+1,465
| New | +$139K | 0.12% | 206 |
|