Clearstead Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $5.13K | Sell |
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2024
Q3 | $54.5K | Sell |
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2024
Q2 | $57.5K | Buy |
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|
2024
Q1 | $47.2K | Buy |
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|
2023
Q4 | $2.41K | Sell |
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|
2023
Q3 | $3.36K | Buy |
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|
2023
Q2 | $1.91K | Hold |
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|
2023
Q1 | $1.75K | Buy |
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|
2022
Q4 | $830 | Sell |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $38K | Sell |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $63K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $33K | Buy |
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