Capital Advisors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17.7M | Buy |
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|
2021
Q2 | $13.3M | Sell |
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|
2021
Q1 | $23.1M | Sell |
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|
2020
Q4 | $31.6M | Buy |
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|
2020
Q3 | $23.6M | Buy |
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|
2020
Q2 | $23.5M | Buy |
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|
2020
Q1 | $15M | Buy |
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|
2019
Q4 | $16.9M | Buy |
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|
2019
Q3 | $13.4M | Hold |
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|
2019
Q2 | $13.4M | Buy |
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|
2019
Q1 | $6.26M | Buy |
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|
2018
Q4 | $2.64M | Buy |
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