Number of Shares
7,000.00
Current Holdings Value*
$567,700.00
% of Portfolio
0.31%
Total Estimate Gain
$-15,458.00
% of Total Estimate Gain
-1.57%

Viewpoint Capital Management LLC's SPDR Biotech ETF Holding Summary

As of 2025-03-31, Viewpoint Capital Management LLC held 7,000.00 shares of SPDR Biotech ETF(XBI), totaling $567,700.00. This investment constitutes 0.31% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0.01% of the outstanding SPDR Biotech ETF(XBI) stock.

The initial trade took place in 2022Q1. And since then Viewpoint Capital Management LLC has made 6 purchases of XBI, at an average price of $89.46, for a total of 11,000.00 shares. In addition, there have been 2 sales at an average price of $96.89 for 4,000.00 shares. Based on historical transaction data and XBI's current price of $83.01, Viewpoint Capital Management LLC's estimated gain on his XBI holdings is $-15,458.00, reflecting a -1.57% gain to date.

Viewpoint Capital Management LLC XBI ($83.01) Holding Chart

Viewpoint Capital Management LLC XBI ($83.01) 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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