Optimum Investment Advisors’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 | $31.1K | Buy |
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|
2025
Q2 | $24.9K | Hold |
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|
2025
Q1 | $24.3K | Sell |
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|
2024
Q4 | $63K | Hold |
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|
2024
Q3 | $69.2K | Hold |
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|
2024
Q2 | $64.9K | Hold |
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|
2024
Q1 | $66.4K | Hold |
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|
2023
Q4 | $62.5K | Hold |
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|
2023
Q3 | $51.1K | Hold |
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|
2023
Q2 | $58.2K | Hold |
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|
2023
Q1 | $53.3K | Sell |
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|
2022
Q4 | $70.5K | Buy |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $88K | Sell |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $149K | Hold |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $123K | Hold |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $76K | Sell |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $72K | Sell |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $86K | Hold |
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|
2018
Q1 | $79K | Buy |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $47K | Buy |
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|
2014
Q1 | $28K | Buy |
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