Bourgeon Capital Management’s State Street 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
Q2
Sell
2025
Q1
$229K Buy
2024
Q4
$239K Sell
2024
Q3
$264K Buy
2024
Q2
$225K Buy
2024
Q1
$217K Buy
2023
Q4
$173K Sell
2023
Q3
$313K Buy
2023
Q2
$334K Sell
2023
Q1
$318K Buy
2022
Q4
$105K Buy