AWS
Aspen Wealth Strategies’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,093
| Closed | -$305K | – | 84 |
|
|
2024
Q3 | $305K | Sell |
2,093
-14
| -0.7% | -$2.04K | 0.2% | 65 |
|
|
2024
Q2 | $308K | Buy |
2,107
+99
| +5% | +$14.5K | 0.21% | 58 |
|
|
2024
Q1 | $276K | Sell |
2,008
-83
| -4% | -$11.4K | 0.19% | 65 |
|
|
2023
Q4 | $284K | Sell |
2,091
-15
| -0.7% | -$2.04K | 0.21% | 64 |
|
|
2023
Q3 | $258K | Buy |
2,106
+22
| +1% | +$2.69K | 0.2% | 60 |
|
|
2023
Q2 | $265K | Hold |
2,084
| – | – | 0.2% | 65 |
|
|
2023
Q1 | $269K | Buy |
2,084
+81
| +4% | +$10.5K | 0.21% | 67 |
|
|
2022
Q4 | $263K | Buy |
+2,003
| New | +$263K | 0.21% | 62 |
|