Williams Jones Wealth Management’s 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 | $1.11M | Sell |
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|
2025
Q1 | $4.62M | Sell |
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|
2024
Q4 | $7.34M | Sell |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $13.4M | Sell |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $7.34M | Sell |
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|
2022
Q3 | $7.5M | Buy |
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|
2022
Q2 | $6.58M | Sell |
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|
2022
Q1 | $8.7M | Sell |
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|
2021
Q4 | $12.3M | Sell |
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|
2021
Q3 | $14.1M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.79M | Buy |
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|
2020
Q1 | $5.27M | Sell |
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|
2019
Q4 | $7M | Sell |
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|
2019
Q3 | $6.09M | Buy |
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