Summit Financial Wealth Advisors’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
2015
Q4
Sell
-2,250
Closed -$140K 217
2015
Q3
$140K Buy
2,250
+1,500
+200% +$93.3K 0.09% 91
2015
Q2
$63K Hold
750
0.04% 124
2015
Q1
$56K Hold
750
0.04% 115
2014
Q4
$47K Buy
+750
New +$47K 0.03% 127