Perigon Wealth Management’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 | $662K | Sell |
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|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $113K | Buy |
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