Bogart Wealth LLC’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602 | Hold |
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|
2025
Q2 | $498 | Hold |
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|
2025
Q1 | $487 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $80K | Hold |
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|
2023
Q4 | $75.3K | Hold |
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|
2023
Q3 | $61.6K | Hold |
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|
2023
Q2 | $70.1K | Hold |
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|
2023
Q1 | $64.2K | Hold |
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|
2022
Q4 | $70K | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $114K | Sell |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $27K | Buy |
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