Valeo 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
Q1 | – | Sell |
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|
2024
Q4 | $62.1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $63K | Hold |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $34K | Buy |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $138K | Hold |
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|
2018
Q4 | $109K | Hold |
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|
2018
Q3 | $120K | Hold |
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|
2018
Q2 | $144K | Buy |
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|
2018
Q1 | $50K | Sell |
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|
2017
Q4 | $102K | Buy |
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