Wellington Shields & Co’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
Q2 | $323K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $435K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $342K | Hold |
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|
2019
Q1 | $353K | Hold |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $374K | Hold |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $451K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $355K | Hold |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $324K | Hold |
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|
2016
Q3 | $363K | Hold |
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $283K | Buy |
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|
2015
Q4 | $384K | Buy |
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