AllSquare Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9K | Hold |
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|
2025
Q1 | $59.7K | Hold |
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|
2024
Q4 | $69.1K | Sell |
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|
2024
Q3 | $83.7K | Sell |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $98.7K | Sell |
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|
2023
Q3 | $86K | Hold |
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|
2023
Q2 | $98.5K | Hold |
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|
2023
Q1 | $85.9K | Hold |
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|
2022
Q4 | $96K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $155K | Sell |
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|
2021
Q1 | $188K | Buy |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $149K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $198K | Buy |
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|
2019
Q3 | $127K | Hold |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $155K | Buy |
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|
2018
Q4 | $120K | Buy |
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|
2018
Q3 | $110K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Buy |
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