Waverly Advisors’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
Q3
Sell
-6,333
Closed -$527K 416
2023
Q2
$527K Sell
6,333
-618
-9% -$51.4K 0.02% 240
2023
Q1
$530K Buy
+6,951
New +$530K 0.03% 190