EWA
Evolution Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
13,434
-1,139
| -8% | -$94.5K | 0.16% | 68 |
|
|
2025
Q1 | $1.18M | Sell |
14,573
-15,545
| -52% | -$1.26M | 0.2% | 60 |
|
|
2024
Q4 | $2.71M | Buy |
30,118
+5
| +0% | +$450 | 0.45% | 40 |
|
|
2024
Q3 | $2.98M | Sell |
30,113
-210
| -0.7% | -$20.7K | 0.53% | 39 |
|
|
2024
Q2 | $2.81M | Buy |
30,323
+839
| +3% | +$77.8K | 0.55% | 39 |
|
|
2024
Q1 | $2.8M | Buy |
29,484
+1,203
| +4% | +$114K | 0.54% | 38 |
|
|
2023
Q4 | $2.53M | Buy |
28,281
+68
| +0.2% | +$6.07K | 0.51% | 44 |
|
|
2023
Q3 | $2.06M | Buy |
28,213
+1,965
| +7% | +$143K | 0.46% | 42 |
|
|
2023
Q2 | $2.18M | Buy |
26,248
+1,054
| +4% | +$87.7K | 0.48% | 39 |
|
|
2023
Q1 | $1.92M | Sell |
25,194
-973
| -4% | -$74.2K | 0.46% | 40 |
|
|
2022
Q4 | $2.17M | Buy |
26,167
+1,665
| +7% | +$138K | 0.55% | 38 |
|
|
2022
Q3 | $1.94M | Sell |
24,502
-898
| -4% | -$71.2K | 0.53% | 32 |
|
|
2022
Q2 | $1.89M | Sell |
25,400
-27,242
| -52% | -$2.02M | 0.48% | 37 |
|
|
2022
Q1 | $4.73M | Buy |
52,642
+8,079
| +18% | +$726K | 0.97% | 23 |
|
|
2021
Q4 | $4.99K | Sell |
44,563
-1,771
| -4% | -$198 | 0.75% | 26 |
|
|
2021
Q3 | $5.83M | Buy |
46,334
+2,722
| +6% | +$342K | 1.25% | 19 |
|
|
2021
Q2 | $5.91M | Buy |
43,612
+119
| +0.3% | +$16.1K | 1.2% | 21 |
|
|
2021
Q1 | $5.9M | Buy |
43,493
+3,422
| +9% | +$464K | 1.32% | 20 |
|
|
2020
Q4 | $5.64M | Buy |
40,071
+2,608
| +7% | +$367K | 1.27% | 22 |
|
|
2020
Q3 | $4.18M | Buy |
37,463
+2,326
| +7% | +$259K | 1.14% | 26 |
|
|
2020
Q2 | $3.93M | Buy |
35,137
+35,015
| +28,701% | +$3.92M | 1.29% | 18 |
|
|
2020
Q1 | $9K | Sell |
122
-3,343
| -96% | -$247K | ﹤0.01% | 219 |
|
|
2019
Q4 | $330K | Buy |
3,465
+3,385
| +4,231% | +$322K | 0.08% | 58 |
|
|
2019
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 262 |
|