Sequoia Financial Advisors’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
Q3 | $340K | Buy |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $423K | Buy |
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|
2020
Q3 | $215K | Buy |
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