Evermay Wealth 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
Q2 | $14.5K | Sell |
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|
2025
Q1 | $22.3K | Hold |
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|
2024
Q4 | $24.8K | Hold |
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|
2024
Q3 | $27.2K | Sell |
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|
2024
Q2 | $42.9K | Hold |
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|
2024
Q1 | $43.9K | Sell |
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|
2023
Q4 | $42.8K | Buy |
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|
2023
Q3 | $33.8K | Hold |
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|
2023
Q2 | $38.5K | Hold |
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|
2023
Q1 | $35.3K | Hold |
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|
2022
Q4 | $38.4K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $43K | Buy |
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