WBH Advisory’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
2025
Q2
Sell
-3,101
Closed -$251K 354
2025
Q1
$251K Hold
3,101
0.02% 293
2024
Q4
$279K Hold
3,101
0.03% 275
2024
Q3
$306K Buy
+3,101
New +$306K 0.03% 262
2021
Q4
Sell
-1,913
Closed -$241K 316
2021
Q3
$241K Buy
1,913
+55
+3% +$6.93K 0.03% 268
2021
Q2
$231K Buy
1,858
+56
+3% +$6.96K 0.03% 251
2021
Q1
$244K Buy
1,802
+218
+14% +$29.5K 0.04% 247
2020
Q4
$244K Buy
+1,584
New +$244K 0.04% 236