WealthSource Partners’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
2020
Q1
Sell
-5,637
Closed -$536K 442
2019
Q4
$536K Sell
5,637
-11,548
-67% -$1.1M 0.07% 219
2019
Q3
$1.31M Sell
17,185
-399
-2% -$30.4K 0.2% 112
2019
Q2
$1.54M Buy
+17,584
New +$1.54M 0.24% 103