Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$179 | – | 715 |
|
|
2023
Q4 | $179 | Hold |
2
| – | – | ﹤0.01% | 664 |
|
|
2023
Q3 | $146 | Hold |
2
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $166 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $152 | Sell |
2
-127
| -98% | -$9.65K | ﹤0.01% | 681 |
|
|
2022
Q4 | $10.7K | Buy |
129
+1
| +0.8% | +$83 | ﹤0.01% | 488 |
|
|
2022
Q3 | $11K | Sell |
128
-75
| -37% | -$6.45K | ﹤0.01% | 512 |
|
|
2022
Q2 | $15K | Buy |
203
+176
| +652% | +$13K | ﹤0.01% | 452 |
|
|
2022
Q1 | $2K | Sell |
27
-1
| -4% | -$74 | ﹤0.01% | 652 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 650 |
|
|
2021
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $4K | Buy |
28
+1
| +4% | +$143 | ﹤0.01% | 627 |
|
|
2021
Q1 | $4 | Hold |
27
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 582 |
|
|
2020
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 595 |
|
|
2020
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 588 |
|
|
2020
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 621 |
|
|
2019
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 618 |
|