Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6.78M | Buy |
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2019
Q1 | $6.16M | Buy |
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|
2018
Q4 | $4.47M | Sell |
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|
2018
Q3 | $23M | Buy |
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|
2018
Q2 | $21.4M | Buy |
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|
2018
Q1 | $15.5M | Buy |
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|
2017
Q4 | $2.33M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $300K | Sell |
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|
2014
Q4 | $290K | Sell |
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|
2014
Q3 | $266K | Buy |
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|
2014
Q2 | $224K | Sell |
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|
2014
Q1 | $956K | Buy |
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