Paragon Private Wealth Management’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 | $208K | Sell |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $344K | Buy |
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