YorkBridge Wealth Partners’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
Q3 | – | Sell |
-200
| Closed | -$18K | – | 658 |
|
|
2019
Q2 | $18K | Hold |
200
| – | – | 0.01% | 489 |
|
|
2019
Q1 | $18K | Hold |
200
| – | – | 0.01% | 480 |
|
|
2018
Q4 | $14K | Hold |
200
| – | – | 0.01% | 534 |
|
|
2018
Q3 | $19K | Sell |
200
-240
| -55% | -$22.8K | 0.01% | 535 |
|
|
2018
Q2 | $42K | Hold |
440
| – | – | 0.02% | 384 |
|
|
2018
Q1 | $40K | Hold |
440
| – | – | 0.02% | 393 |
|
|
2017
Q4 | $39K | Hold |
440
| – | – | 0.02% | 397 |
|
|
2017
Q3 | $38K | Buy |
440
+160
| +57% | +$13.8K | 0.02% | 413 |
|
|
2017
Q2 | $22K | Hold |
280
| – | – | 0.01% | 490 |
|
|
2017
Q1 | $20K | Sell |
280
-205
| -42% | -$14.6K | 0.01% | 514 |
|
|
2016
Q4 | $32K | Buy |
+485
| New | +$32K | 0.02% | 415 |
|