Tradition 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 |
-63
| Closed | -$6K | – | 1203 |
|
|
2023
Q4 | $6K | Hold |
63
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q1 | $5K | Buy |
63
+15
| +31% | +$1.19K | ﹤0.01% | 1174 |
|
|
2022
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 1099 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 1084 |
|
|
2021
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 1065 |
|
|
2021
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q2 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 1028 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$7K | – | 1058 |
|
|
2020
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 815 |
|