Robertson Stephens 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
Q2 | $392K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $892K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $271K | Hold |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $223K | Buy |
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