Tyler-Stone 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
Q3 | – | Sell |
-444
| Closed | -$41.2K | – | 901 |
|
|
2024
Q2 | $41.2K | Buy |
444
+25
| +6% | +$2.32K | 0.02% | 399 |
|
|
2024
Q1 | $39.8K | Hold |
419
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $37.4K | Buy |
419
+20
| +5% | +$1.79K | 0.02% | 401 |
|
|
2023
Q3 | $29K | Hold |
399
| – | – | 0.02% | 420 |
|
|
2023
Q2 | $33K | Buy |
+399
| New | +$33K | 0.02% | 402 |
|
|
2022
Q4 | $36K | Hold |
429
| – | – | 0.02% | 363 |
|
|
2022
Q3 | $34K | Hold |
429
| – | – | 0.03% | 350 |
|
|
2022
Q2 | $32K | Buy |
429
+325
| +313% | +$24.2K | 0.02% | 379 |
|
|
2022
Q1 | $9K | Hold |
104
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $12K | Buy |
+104
| New | +$12K | 0.01% | 579 |
|