Von Berge Wealth Management Group’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
2023
Q4
Sell
-3,000
Closed -$219K 69
2023
Q3
$219K Hold
3,000
0.19% 56
2023
Q2
$250K Hold
3,000
0.21% 53
2023
Q1
$231K Buy
+3,000
New +$231K 0.21% 56