Wellington Shields Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$18.5K | – | 327 |
|
|
2024
Q2 | $18.5K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 294 |
|
|
2023
Q1 | – | Sell |
-350
| Closed | -$29.1K | – | 334 |
|
|
2022
Q4 | $29.1K | Sell |
350
-7,950
| -96% | -$660K | ﹤0.01% | 287 |
|
|
2022
Q3 | $658K | Buy |
+8,300
| New | +$658K | 0.16% | 118 |
|