Navis Wealth Advisors, LLC XBI Holdings History
Navis Wealth Advisors, LLC's SPDR Biotech ETF Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held - shares of SPDR Biotech ETF(XBI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding SPDR Biotech ETF(XBI) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 5 purchases of XBI, at an average price of $114.87, for a total of 12,942.00 shares. In addition, there have been 4 sales at an average price of $83.58 for 12,942.00 shares. Based on historical transaction data and XBI's current price of $86.73, Navis Wealth Advisors, LLC's estimated gain on his XBI holdings is $-404,959.46, reflecting a -27.24% gain to date.
Navis Wealth Advisors, LLC XBI ($86.73) Holding Chart
Navis Wealth Advisors, LLC XBI ($86.73) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
