Wealth Advisory Solutions’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
$850K Buy
10,250
+549
+6% +$45.5K 0.22% 76
2025
Q1
$787K Buy
9,701
+771
+9% +$62.5K 0.21% 75
2024
Q4
$804K Sell
8,930
-6
-0.1% -$540 0.23% 66
2024
Q3
$883K Buy
8,936
+631
+8% +$62.3K 0.24% 64
2024
Q2
$770K Buy
8,305
+3,044
+58% +$282K 0.21% 70
2024
Q1
$499K Buy
+5,261
New +$499K 0.13% 82