Evergreen 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
Q3 | $670K | Hold |
|
|||||
|
2025
Q2 | $554K | Buy |
|
|||||
|
2025
Q1 | $410K | Hold |
|
|||||
|
2024
Q4 | $456K | Hold |
|
|||||
|
2024
Q3 | $500K | Hold |
|
|||||
|
2024
Q2 | $469K | Hold |
|
|||||
|
2024
Q1 | $480K | Buy |
|
|||||
|
2023
Q4 | $446K | Hold |
|
|||||
|
2023
Q3 | $365K | Hold |
|
|||||
|
2023
Q2 | $416K | Hold |
|
|||||
|
2023
Q1 | $381K | Sell |
|
|||||
|
2022
Q4 | $419K | Hold |
|
|||||
|
2022
Q3 | $401K | Hold |
|
|||||
|
2022
Q2 | $375K | Sell |
|
|||||
|
2022
Q1 | $455K | Hold |
|
|||||
|
2021
Q4 | $567K | Hold |
|
|||||
|
2021
Q3 | $636K | Hold |
|
|||||
|
2021
Q2 | $685K | Hold |
|
|||||
|
2021
Q1 | $687K | Hold |
|
|||||
|
2020
Q4 | $712K | Sell |
|
|||||
|
2020
Q3 | $1.22M | Hold |
|
|||||
|
2020
Q2 | $1.23M | Buy |
|
|||||
|
2020
Q1 | $805K | Buy |
|
|||||
|
2019
Q4 | $932K | Hold |
|
|||||
|
2019
Q3 | $747K | Hold |
|
|||||
|
2019
Q2 | $860K | Buy |
|
|||||
|
2019
Q1 | $453K | Hold |
|
|||||
|
2018
Q4 | $359K | Sell |
|
|||||
|
2018
Q3 | $652K | Hold |
|
|||||
|
2018
Q2 | $647K | Buy |
|