SOA Wealth Advisors’s SPDR S&P Biotech ETF XBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
96,216
-10,355
| -10% | -$12.5K | 0.02% | 262 |
|
|
2025
Q1 | $126K | Buy |
106,571
+106,319
| +42,190% | +$126K | 0.03% | 237 |
|
|
2024
Q4 | $22.7K | Sell |
252
-80
| -24% | -$7.21K | ﹤0.01% | 436 |
|
|
2024
Q3 | $32.8K | Hold |
332
| – | – | 0.01% | 379 |
|
|
2024
Q2 | $30.8K | Sell |
332
-265
| -44% | -$24.6K | 0.01% | 377 |
|
|
2024
Q1 | $56.7K | Buy |
597
+265
| +80% | +$25.1K | 0.01% | 292 |
|
|
2023
Q4 | $29.6K | Hold |
332
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $24.2K | Hold |
332
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $27.6K | Hold |
332
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $25.3K | Hold |
332
| – | – | 0.01% | 381 |
|
|
2022
Q4 | $27.6K | Hold |
332
| – | – | 0.01% | 356 |
|
|
2022
Q3 | $26K | Hold |
332
| – | – | 0.01% | 348 |
|
|
2022
Q2 | $24K | Hold |
332
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $29K | Hold |
332
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $37K | Sell |
332
-653
| -66% | -$72.8K | 0.01% | 347 |
|
|
2021
Q3 | $123K | Hold |
985
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $133K | Buy |
985
+25
| +3% | +$3.38K | 0.03% | 193 |
|
|
2021
Q1 | $130K | Buy |
960
+118
| +14% | +$16K | 0.04% | 176 |
|
|
2020
Q4 | $141K | Buy |
+842
| New | +$141K | 0.04% | 161 |
|