Navis Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $254K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $524K | Hold |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $734K | Buy |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $831K | Hold |
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|
2021
Q2 | $895K | Hold |
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|
2021
Q1 | $897K | Buy |
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|
2020
Q4 | $931K | Buy |
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