Wealth Enhancement Advisory Services’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
$8.61M Sell
100,986
-16,442
-14% -$1.4M 0.01% 687
2025
Q1
$9.52M Sell
117,428
-1,419
-1% -$115K 0.02% 599
2024
Q4
$10.7M Buy
118,847
+284
+0.2% +$25.6K 0.02% 538
2024
Q3
$11.7M Buy
118,563
+4,625
+4% +$457K 0.03% 477
2024
Q2
$10.6M Sell
113,938
-695
-0.6% -$64.4K 0.03% 476
2024
Q1
$10.9M Buy
114,633
+9,383
+9% +$890K 0.03% 452
2023
Q4
$9.4M Sell
105,250
-3,026
-3% -$270K 0.03% 449
2023
Q3
$7.91M Buy
+108,276
New +$7.91M 0.03% 464