Richard W. Paul & Associates’s SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Buy |
339
+89
| +36% | +$7.38K | 0.01% | 205 |
|
|
2025
Q1 | $20.3K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $22.5K | Hold |
250
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $24.7K | Hold |
250
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $23.2K | Hold |
250
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $23.7K | Buy |
250
+135
| +117% | +$12.8K | 0.01% | 249 |
|
|
2023
Q4 | $10.3K | Hold |
115
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $8.4K | Buy |
115
+55
| +92% | +$4.02K | ﹤0.01% | 302 |
|
|
2023
Q2 | $4.99K | Hold |
60
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $4.57K | Buy |
+60
| New | +$4.57K | ﹤0.01% | 380 |
|