Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 | $53.8K | Hold |
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|
2025
Q2 | $41.5K | Hold |
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|
2025
Q1 | $39.5K | Hold |
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|
2024
Q4 | $46.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.74K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $20K | Buy |
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