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 |
|