SOA Wealth 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 | $120K | Hold |
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|
2025
Q2 | $116K | Sell |
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|
2025
Q1 | $126K | Buy |
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|
2024
Q4 | $22.7K | Sell |
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|
2024
Q3 | $32.8K | Hold |
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|
2024
Q2 | $30.8K | Sell |
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|
2024
Q1 | $56.7K | Buy |
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|
2023
Q4 | $29.6K | Hold |
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|
2023
Q3 | $24.2K | Hold |
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|
2023
Q2 | $27.6K | Hold |
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|
2023
Q1 | $25.3K | Hold |
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|
2022
Q4 | $27.6K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $37K | Sell |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $141K | Buy |
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