Waldron Private Wealth’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
Q4
Sell
-550
Closed -$54.3K 497
2024
Q3
$54.3K Buy
+550
New +$54.3K ﹤0.01% 437
2022
Q2
Sell
-5,096
Closed -$458K 409
2022
Q1
$458K Buy
+5,096
New +$458K 0.02% 262