Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,080
| Closed | -$277K | – | 271 |
|
|
2024
Q4 | $277K | Buy |
3,080
+236
| +8% | +$21.3K | 0.08% | 201 |
|
|
2024
Q3 | $281K | Buy |
2,844
+17
| +0.6% | +$1.68K | 0.1% | 176 |
|
|
2024
Q2 | $262K | Sell |
2,827
-100
| -3% | -$9.27K | 0.11% | 168 |
|
|
2024
Q1 | $278K | Sell |
2,927
-1,725
| -37% | -$164K | 0.12% | 161 |
|
|
2023
Q4 | $415K | Buy |
4,652
+413
| +10% | +$36.9K | 0.18% | 117 |
|
|
2023
Q3 | $310K | Buy |
4,239
+51
| +1% | +$3.72K | 0.16% | 120 |
|
|
2023
Q2 | $348K | Buy |
4,188
+57
| +1% | +$4.74K | 0.16% | 131 |
|
|
2023
Q1 | $315K | Buy |
4,131
+301
| +8% | +$22.9K | 0.15% | 124 |
|
|
2022
Q4 | $318K | Sell |
3,830
-762
| -17% | -$63.2K | 0.19% | 122 |
|
|
2022
Q3 | $364K | Sell |
4,592
-304
| -6% | -$24.1K | 0.24% | 112 |
|
|
2022
Q2 | $364K | Buy |
4,896
+1,681
| +52% | +$125K | 0.3% | 88 |
|
|
2022
Q1 | $289K | Sell |
3,215
-348
| -10% | -$31.3K | 0.21% | 111 |
|
|
2021
Q4 | $399K | Buy |
3,563
+177
| +5% | +$19.8K | 0.22% | 109 |
|
|
2021
Q3 | $426K | Buy |
3,386
+224
| +7% | +$28.2K | 0.24% | 105 |
|
|
2021
Q2 | $428K | Buy |
3,162
+849
| +37% | +$115K | 0.28% | 98 |
|
|
2021
Q1 | $314K | Buy |
2,313
+586
| +34% | +$79.6K | 0.33% | 80 |
|
|
2020
Q4 | $243K | Buy |
+1,727
| New | +$243K | 0.31% | 62 |
|