Montis Financial’s State Street 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 | – | Sell |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $293K | Buy |
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