Gerber Kawasaki Wealth & Investment 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 | $1.03M | Buy |
12,434
+995
| +9% | +$82.5K | 0.04% | 147 |
|
|
2025
Q1 | $928K | Sell |
11,439
-1,480
| -11% | -$120K | 0.04% | 145 |
|
|
2024
Q4 | $1.16M | Sell |
12,919
-645
| -5% | -$58.1K | 0.05% | 131 |
|
|
2024
Q3 | $1.34M | Buy |
13,564
+391
| +3% | +$38.6K | 0.06% | 122 |
|
|
2024
Q2 | $1.22M | Sell |
13,173
-171,188
| -93% | -$15.9M | 0.06% | 125 |
|
|
2024
Q1 | $17.5M | Buy |
184,361
+171,247
| +1,306% | +$16.2M | 0.94% | 26 |
|
|
2023
Q4 | $1.17M | Sell |
13,114
-6,479
| -33% | -$579K | 0.07% | 125 |
|
|
2023
Q3 | $1.43M | Buy |
19,593
+99
| +0.5% | +$7.23K | 0.1% | 108 |
|
|
2023
Q2 | $1.62M | Buy |
19,494
+1,321
| +7% | +$110K | 0.11% | 100 |
|
|
2023
Q1 | $1.38M | Sell |
18,173
-3,020
| -14% | -$230K | 0.11% | 105 |
|
|
2022
Q4 | $1.76M | Sell |
21,193
-2,344
| -10% | -$195K | 0.16% | 92 |
|
|
2022
Q3 | $1.87M | Buy |
23,537
+652
| +3% | +$51.7K | 0.17% | 87 |
|
|
2022
Q2 | $1.7M | Sell |
22,885
-100,619
| -81% | -$7.47M | 0.16% | 92 |
|
|
2022
Q1 | $11.1M | Buy |
123,504
+20,878
| +20% | +$1.88M | 0.91% | 32 |
|
|
2021
Q4 | $11.5M | Sell |
102,626
-3,695
| -3% | -$414K | 0.91% | 31 |
|
|
2021
Q3 | $13.4M | Buy |
106,321
+21,257
| +25% | +$2.67M | 1.73% | 16 |
|
|
2021
Q2 | $11.5M | Buy |
85,064
+9,605
| +13% | +$1.3M | 1.18% | 26 |
|
|
2021
Q1 | $10.2M | Buy |
75,459
+12,046
| +19% | +$1.63M | 1.23% | 26 |
|
|
2020
Q4 | $8.93M | Buy |
63,413
+6,028
| +11% | +$849K | 1.24% | 25 |
|
|
2020
Q3 | $6.39M | Buy |
57,385
+4,531
| +9% | +$505K | 1.36% | 23 |
|
|
2020
Q2 | $5.92M | Buy |
52,854
+15,581
| +42% | +$1.74M | 1.31% | 27 |
|
|
2020
Q1 | $2.89M | Buy |
+37,273
| New | +$2.89M | 0.82% | 32 |
|