Accel Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-367
| Closed | -$47.3K | – | 486 |
|
|
2023
Q1 | $47.3K | Buy |
367
+1
| +0.3% | +$129 | 0.02% | 501 |
|
|
2022
Q4 | $48.1K | Hold |
366
| – | – | 0.02% | 368 |
|
|
2022
Q3 | $45K | Hold |
366
| – | – | 0.02% | 389 |
|
|
2022
Q2 | $45K | Hold |
366
| – | – | 0.03% | 372 |
|
|
2022
Q1 | $49K | Hold |
366
| – | – | 0.03% | 382 |
|
|
2021
Q4 | $56K | Hold |
366
| – | – | 0.03% | 363 |
|
|
2021
Q3 | $59K | Buy |
366
+1
| +0.3% | +$161 | 0.04% | 297 |
|
|
2021
Q2 | $60K | Hold |
365
| – | – | 0.04% | 312 |
|
|
2021
Q1 | $55K | Hold |
365
| – | – | 0.04% | 297 |
|
|
2020
Q4 | $55K | Buy |
+365
| New | +$55K | 0.05% | 275 |
|