Lumbard & Kellner’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 | $4.57M | Sell |
55,089
-21,806
| -28% | -$1.81M | 1.99% | 21 |
|
|
2025
Q1 | $6.24M | Buy |
76,895
+585
| +0.8% | +$47.4K | 2.75% | 13 |
|
|
2024
Q4 | $6.87M | Sell |
76,310
-3,703
| -5% | -$333K | 2.95% | 9 |
|
|
2024
Q3 | $7.91M | Buy |
80,013
+28,101
| +54% | +$2.78M | 3.48% | 8 |
|
|
2024
Q2 | $4.81M | Sell |
51,912
-157
| -0.3% | -$14.6K | 2.27% | 17 |
|
|
2024
Q1 | $4.94M | Buy |
52,069
+310
| +0.6% | +$29.4K | 2.4% | 17 |
|
|
2023
Q4 | $4.62M | Buy |
+51,759
| New | +$4.62M | 2.68% | 17 |
|