Evermay Wealth Management’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Sell |
175
-100
| -36% | -$8.29K | ﹤0.01% | 414 |
|
|
2025
Q1 | $22.3K | Hold |
275
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $24.8K | Hold |
275
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $27.2K | Sell |
275
-188
| -41% | -$18.6K | ﹤0.01% | 378 |
|
|
2024
Q2 | $42.9K | Hold |
463
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $43.9K | Sell |
463
-16
| -3% | -$1.52K | 0.01% | 362 |
|
|
2023
Q4 | $42.8K | Buy |
479
+16
| +3% | +$1.43K | 0.01% | 342 |
|
|
2023
Q3 | $33.8K | Hold |
463
| – | – | 0.01% | 336 |
|
|
2023
Q2 | $38.5K | Hold |
463
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $35.3K | Hold |
463
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $38.4K | Sell |
463
-155
| -25% | -$12.9K | 0.01% | 316 |
|
|
2022
Q3 | $49K | Buy |
618
+85
| +16% | +$6.74K | 0.01% | 280 |
|
|
2022
Q2 | $40K | Buy |
533
+75
| +16% | +$5.63K | 0.01% | 292 |
|
|
2022
Q1 | $41K | Buy |
458
+10
| +2% | +$895 | 0.01% | 316 |
|
|
2021
Q4 | $50K | Buy |
448
+102
| +29% | +$11.4K | 0.01% | 279 |
|
|
2021
Q3 | $43K | Buy |
+346
| New | +$43K | 0.01% | 281 |
|