Zuckerman Investment Group’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
Q1 | – | Sell |
-6,216
| Closed | -$555K | – | 151 |
|
|
2023
Q4 | $555K | Sell |
6,216
-747
| -11% | -$66.7K | 0.07% | 84 |
|
|
2023
Q3 | $508K | Buy |
6,963
+1,270
| +22% | +$92.7K | 0.07% | 81 |
|
|
2023
Q2 | $474K | Buy |
5,693
+491
| +9% | +$40.9K | 0.07% | 81 |
|
|
2023
Q1 | $396K | Sell |
5,202
-2,820
| -35% | -$215K | 0.06% | 85 |
|
|
2022
Q4 | $666K | Buy |
8,022
+7
| +0.1% | +$581 | 0.11% | 68 |
|
|
2022
Q3 | $636K | Hold |
8,015
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $595K | Buy |
+8,015
| New | +$595K | 0.11% | 64 |
|