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