Bard Financial Services’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,225
| Closed | -$3.33M | – | 258 |
|
|
2023
Q2 | $3.33M | Sell |
26,225
-550
| -2% | -$69.8K | 0.25% | 90 |
|
|
2023
Q1 | $3.46M | Buy |
26,775
+50
| +0.2% | +$6.46K | 0.28% | 85 |
|
|
2022
Q4 | $3.51M | Hold |
26,725
| – | – | 0.3% | 80 |
|
|
2022
Q3 | $3.13M | Buy |
26,725
+275
| +1% | +$32.2K | 0.29% | 86 |
|
|
2022
Q2 | $3.11M | Sell |
26,450
-225
| -0.8% | -$26.5K | 0.28% | 85 |
|
|
2022
Q1 | $3.48M | Sell |
26,675
-250
| -0.9% | -$32.6K | 0.28% | 88 |
|
|
2021
Q4 | $4.11M | Sell |
26,925
-150
| -0.6% | -$22.9K | 0.33% | 73 |
|
|
2021
Q3 | $4.38M | Hold |
27,075
| – | – | 0.39% | 69 |
|
|
2021
Q2 | $4.43M | Sell |
27,075
-150
| -0.6% | -$24.5K | 0.39% | 66 |
|
|
2021
Q1 | $4.1M | Hold |
27,225
| – | – | 0.4% | 70 |
|
|
2020
Q4 | $4.12M | Buy |
+27,225
| New | +$4.12M | 0.41% | 66 |
|