Kovitz Investment Group Partners’s 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 | $6.86M | Buy |
|
|||||
|
2025
Q1 | $5.77M | Buy |
|
|||||
|
2024
Q4 | $5.14M | Buy |
|
|||||
|
2024
Q3 | $5.56M | Buy |
|
|||||
|
2024
Q2 | $5.25M | Buy |
|
|||||
|
2024
Q1 | $5M | Buy |
|
|||||
|
2023
Q4 | $4.63M | Sell |
|
|||||
|
2023
Q3 | $5.04M | Buy |
|
|||||
|
2023
Q2 | $5.25M | Sell |
|
|||||
|
2023
Q1 | $5.14M | Sell |
|
|||||
|
2022
Q4 | $6.5M | Buy |
|
|||||
|
2022
Q3 | $5.08M | Buy |
|
|||||
|
2022
Q2 | $4.51M | Buy |
|
|||||
|
2022
Q1 | $5.33M | Buy |
|
|||||
|
2021
Q4 | $4.38M | Buy |
|
|||||
|
2021
Q3 | $3.6M | Sell |
|
|||||
|
2021
Q2 | $4.15M | Buy |
|
|||||
|
2021
Q1 | $3.75M | Sell |
|
|||||
|
2020
Q4 | $4.37M | Sell |
|
|||||
|
2020
Q3 | $3.7M | Sell |
|
|||||
|
2020
Q2 | $3.95M | Sell |
|
|||||
|
2020
Q1 | $3.44M | Buy |
|
|||||
|
2019
Q4 | $3.86M | Sell |
|
|||||
|
2019
Q3 | $3.09M | Buy |
|
|||||
|
2019
Q2 | $3.55M | Sell |
|
|||||
|
2019
Q1 | $3.7M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $260K | Sell |
|
|||||
|
2017
Q2 | $286K | Sell |
|
|||||
|
2017
Q1 | $492K | Buy |
|