Loring Wolcott & Coolidge Fiduciary Advisors’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 | $41.5K | Hold |
500
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $39.6K | Hold |
500
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $46.3K | Buy |
+500
| New | +$46.3K | ﹤0.01% | 398 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$2.74K | – | 671 |
|
|
2023
Q1 | $2.74K | Buy |
+36
| New | +$2.74K | ﹤0.01% | 563 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$2K | – | 660 |
|
|
2020
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 623 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$21K | – | 659 |
|
|
2017
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2016
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 479 |
|
|
2016
Q3 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 480 |
|