SWM
Strategic Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.28M | Sell |
20,372
-12,308
| -38% | -$1.38M | 1.13% | 37 |
|
|
2021
Q3 | $4.11M | Sell |
32,680
-1,225
| -4% | -$154K | 2.14% | 12 |
|
|
2021
Q2 | $4.59M | Buy |
33,905
+23,246
| +218% | +$3.15M | 2.48% | 13 |
|
|
2021
Q1 | $1.45M | Sell |
10,659
-2,590
| -20% | -$351K | 0.87% | 39 |
|
|
2020
Q4 | $1.87M | Buy |
+13,249
| New | +$1.87M | 1.15% | 35 |
|