Koa Wealth Management, LLC XBI Holdings History
Koa Wealth Management, LLC's SPDR Biotech ETF Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held - shares of SPDR Biotech ETF(XBI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding SPDR Biotech ETF(XBI) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 2 purchases of XBI, at an average price of $75.49, for a total of 10,084.00 shares. In addition, there have been 3 sales at an average price of $90.43 for 10,084.00 shares. Based on historical transaction data and XBI's current price of $85.87, Koa Wealth Management, LLC's estimated gain on his XBI holdings is $150,609.15, reflecting a 19.78% gain to date.
Koa Wealth Management, LLC XBI ($85.87) Holding Chart
Koa Wealth Management, LLC XBI ($85.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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