Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-224
| Closed | -$20K | – | 2116 |
|
|
2019
Q1 | $20K | Sell |
224
-21
| -9% | -$1.88K | ﹤0.01% | 1286 |
|
|
2018
Q4 | $18K | Sell |
245
-447
| -65% | -$32.8K | ﹤0.01% | 1253 |
|
|
2018
Q3 | $66K | Sell |
692
-26
| -4% | -$2.48K | 0.01% | 866 |
|
|
2018
Q2 | $68K | Sell |
718
-241
| -25% | -$22.8K | 0.01% | 865 |
|
|
2018
Q1 | $84K | Sell |
959
-627
| -40% | -$54.9K | 0.01% | 777 |
|
|
2017
Q4 | $135K | Sell |
1,586
-270
| -15% | -$23K | 0.01% | 607 |
|
|
2017
Q3 | $161K | Sell |
1,856
-1,927
| -51% | -$167K | 0.02% | 552 |
|
|
2017
Q2 | $292K | Sell |
3,783
-2,422
| -39% | -$187K | 0.03% | 345 |
|
|
2017
Q1 | $430K | Buy |
+6,205
| New | +$430K | 0.06% | 212 |
|