Wealthstreet Investment Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-32,636
| Closed | -$1.64M | – | 275 |
|
|
2021
Q1 | $1.64M | Sell |
32,636
-550
| -2% | -$27.7K | 0.16% | 129 |
|
|
2020
Q4 | $1.7M | Buy |
33,186
+200
| +0.6% | +$10.2K | 0.17% | 127 |
|
|
2020
Q3 | $1.36M | Buy |
32,986
+350
| +1% | +$14.4K | 0.15% | 132 |
|
|
2020
Q2 | $1.37M | Buy |
32,636
+400
| +1% | +$16.7K | 0.17% | 123 |
|
|
2020
Q1 | $1.02M | Buy |
32,236
+1,750
| +6% | +$55.5K | 0.15% | 125 |
|
|
2019
Q4 | $1.29M | Hold |
30,486
| – | – | 0.15% | 131 |
|
|
2019
Q3 | $1.06M | Buy |
30,486
+875
| +3% | +$30.5K | 0.14% | 133 |
|
|
2019
Q2 | $1.07M | Buy |
29,611
+250
| +0.9% | +$9.03K | 0.14% | 141 |
|
|
2019
Q1 | $1.06M | Buy |
29,361
+1,150
| +4% | +$41.6K | 0.14% | 138 |
|
|
2018
Q4 | $873K | Buy |
28,211
+4,201
| +17% | +$130K | 0.12% | 149 |
|
|
2018
Q3 | $945K | Buy |
24,010
+5,600
| +30% | +$220K | 0.12% | 160 |
|
|
2018
Q2 | $686K | Buy |
18,410
+9,810
| +114% | +$366K | 0.09% | 199 |
|
|
2018
Q1 | $294K | Buy |
+8,600
| New | +$294K | 0.04% | 285 |
|