BWA
BDO Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.16K | Buy |
17
+6
| +55% | +$762 | ﹤0.01% | 849 |
|
|
2023
Q1 | $1.42K | Buy |
+11
| New | +$1.42K | ﹤0.01% | 929 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$3K | – | 1071 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 887 |
|
|
2021
Q4 | $4K | Sell |
25
-84
| -77% | -$13.4K | ﹤0.01% | 861 |
|
|
2021
Q3 | $18K | Hold |
109
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $18K | Sell |
109
-24
| -18% | -$3.96K | ﹤0.01% | 649 |
|
|
2021
Q1 | $20K | Buy |
133
+24
| +22% | +$3.61K | ﹤0.01% | 618 |
|
|
2020
Q4 | $17K | Buy |
+109
| New | +$17K | ﹤0.01% | 477 |
|
|
2020
Q3 | – | Sell |
-105
| Closed | -$14K | – | 909 |
|
|
2020
Q2 | $14K | Sell |
105
-658
| -86% | -$87.7K | ﹤0.01% | 464 |
|
|
2020
Q1 | $82K | Buy |
763
+750
| +5,769% | +$80.6K | 0.02% | 290 |
|
|
2019
Q4 | $2K | Sell |
13
-450
| -97% | -$69.2K | ﹤0.01% | 553 |
|
|
2019
Q3 | $46K | Sell |
463
-315
| -40% | -$31.3K | 0.01% | 320 |
|
|
2019
Q2 | $85K | Sell |
778
-773
| -50% | -$84.5K | 0.02% | 259 |
|
|
2019
Q1 | $173K | Buy |
1,551
+1,344
| +649% | +$150K | 0.05% | 182 |
|
|
2018
Q4 | $20K | Sell |
207
-75
| -27% | -$7.25K | 0.01% | 346 |
|
|
2018
Q3 | $34K | Sell |
282
-40
| -12% | -$4.82K | 0.01% | 339 |
|
|
2018
Q2 | $35K | Buy |
322
+129
| +67% | +$14K | 0.01% | 328 |
|
|
2018
Q1 | $21K | Sell |
193
-49
| -20% | -$5.33K | 0.01% | 321 |
|
|
2017
Q4 | $26K | Buy |
242
+49
| +25% | +$5.26K | 0.01% | 257 |
|
|
2017
Q3 | $64K | Buy |
193
+144
| +294% | +$47.8K | 0.03% | 175 |
|
|
2017
Q2 | $15K | Buy |
+49
| New | +$15K | 0.01% | 326 |
|