Essex Financial Services’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 | $342K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $972K | Hold |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $923K | Buy |
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|
2020
Q3 | $437K | Hold |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $302K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $782K | Hold |
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|
2016
Q4 | $667K | Sell |
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|
2016
Q3 | $938K | Sell |
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|
2016
Q2 | $790K | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.53M | Sell |
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|
2015
Q3 | $1.36M | Buy |
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|
2015
Q2 | $1.68M | Buy |
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|
2015
Q1 | $1.38M | Buy |
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|
2014
Q4 | $898K | Buy |
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|
2014
Q3 | $685K | Buy |
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|
2014
Q2 | $608K | Buy |
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|
2014
Q1 | $534K | Buy |
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|
2013
Q4 | $228K | Buy |
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|
2013
Q3 | $216 | Buy |
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