EP Wealth 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
Q2 | $446K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $192K | Buy |
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