Newman Dignan & Sheerar Inc’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 | $860K | Hold |
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|
2025
Q2 | $712K | Sell |
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|
2025
Q1 | $736K | Sell |
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|
2024
Q4 | $968K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $841K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $987K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.08K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.24K | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.5K | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $779K | Buy |
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|
2019
Q4 | $876 | Buy |
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|
2019
Q3 | $676K | Buy |
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|
2019
Q2 | $771 | Sell |
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|
2019
Q1 | $818K | Hold |
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|
2018
Q4 | $642 | Sell |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $939 | Buy |
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|
2018
Q1 | $852K | Buy |
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|
2017
Q4 | $722K | Buy |
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|
2017
Q3 | $715K | Hold |
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|
2017
Q2 | $638K | Buy |
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|
2017
Q1 | $570 | Buy |
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|
2016
Q4 | $472K | Hold |
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|
2016
Q3 | $529K | Hold |
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|
2016
Q2 | $431K | Sell |
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|
2016
Q1 | $637K | Sell |
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|
2015
Q4 | $892K | Sell |
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|
2015
Q3 | $1M | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.55M | Buy |
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|
2014
Q4 | $1.02K | Buy |
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|
2014
Q3 | $842K | Sell |
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|
2014
Q2 | $839 | Sell |
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|
2014
Q1 | $790K | Sell |
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|
2013
Q4 | $751 | Buy |
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|
2013
Q3 | $704K | Buy |
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|
2013
Q2 | $559 | Buy |
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