Sequoia Financial Advisors’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 | $273K | Buy |
3,292
+10
| +0.3% | +$829 | ﹤0.01% | 1300 |
|
|
2025
Q1 | $266K | Sell |
3,282
-470
| -13% | -$38.1K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $338K | Sell |
3,752
-250
| -6% | -$22.5K | ﹤0.01% | 968 |
|
|
2024
Q3 | $395K | Buy |
4,002
+1,711
| +75% | +$169K | ﹤0.01% | 844 |
|
|
2024
Q2 | $212K | Sell |
2,291
-4,519
| -66% | -$419K | ﹤0.01% | 1073 |
|
|
2024
Q1 | $646K | Buy |
6,810
+842
| +14% | +$79.9K | 0.01% | 600 |
|
|
2023
Q4 | $533K | Buy |
+5,968
| New | +$533K | 0.01% | 710 |
|
|
2023
Q3 | – | Sell |
-2,520
| Closed | -$210K | – | 1008 |
|
|
2023
Q2 | $210K | Buy |
+2,520
| New | +$210K | ﹤0.01% | 852 |
|
|
2022
Q2 | – | Sell |
-2,234
| Closed | -$201K | – | 693 |
|
|
2022
Q1 | $201K | Buy |
2,234
+334
| +18% | +$30.1K | 0.01% | 620 |
|
|
2021
Q4 | $213K | Buy |
+1,900
| New | +$213K | 0.01% | 539 |
|
|
2021
Q3 | – | Sell |
-1,870
| Closed | -$253K | – | 468 |
|
|
2021
Q2 | $253K | Sell |
1,870
-75
| -4% | -$10.1K | 0.01% | 409 |
|
|
2021
Q1 | $264K | Sell |
1,945
-1,059
| -35% | -$144K | 0.01% | 370 |
|
|
2020
Q4 | $423K | Buy |
3,004
+1,072
| +55% | +$151K | 0.02% | 275 |
|
|
2020
Q3 | $215K | Buy |
+1,932
| New | +$215K | 0.01% | 358 |
|