SFPG
Stonebridge Financial Planning Group’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,588
| Closed | -$229K | – | 368 |
|
|
2021
Q4 | $229K | Sell |
2,588
-750
| -22% | -$66.4K | 0.12% | 113 |
|
|
2021
Q3 | $448K | Sell |
3,338
-695
| -17% | -$93.3K | 0.22% | 79 |
|
|
2021
Q2 | $532K | Sell |
4,033
-270
| -6% | -$35.6K | 0.28% | 72 |
|
|
2021
Q1 | $547K | Hold |
4,303
| – | – | 0.32% | 63 |
|
|
2020
Q4 | $606K | Buy |
4,303
+1,225
| +40% | +$173K | 0.38% | 52 |
|
|
2020
Q3 | $371K | Buy |
3,078
+155
| +5% | +$18.7K | 0.27% | 66 |
|
|
2020
Q2 | $330K | Buy |
2,923
+2,823
| +2,823% | +$319K | 0.28% | 64 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 294 |
|