WFWM
Wechter Feldman Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-53,937
| Closed | -$5.17M | – | 36 |
|
|
2018
Q3 | $5.17M | Buy |
+53,937
| New | +$5.17M | 3.16% | 13 |
|
|
2017
Q3 | – | Sell |
-3,172
| Closed | -$245K | – | 28 |
|
|
2017
Q2 | $245K | Buy |
3,172
+12
| +0.4% | +$927 | 0.2% | 24 |
|
|
2017
Q1 | $219K | Buy |
+3,160
| New | +$219K | 0.15% | 34 |
|