WMS Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $612K | Buy |
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