L.J. Altfest & Co’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 | $6.35M | Buy |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $4.55M | Buy |
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|
2024
Q2 | $3.71M | Buy |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $240K | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $1.96M | Sell |
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|
2018
Q1 | $2.2M | Buy |
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|
2017
Q4 | $2.08M | Buy |
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|
2017
Q3 | $784K | Buy |
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