Beaumont Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $2.29M | Sell |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1.05M | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $2.82M | Sell |
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|
2018
Q2 | $2.58M | Sell |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.04M | Sell |
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|
2017
Q3 | $2.22M | Sell |
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|
2017
Q2 | $2.12M | Buy |
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|
2017
Q1 | $1.94M | Buy |
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|
2016
Q4 | $1.74M | Sell |
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|
2016
Q3 | $2.24M | Sell |
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|
2016
Q2 | $2.34M | Buy |
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|
2016
Q1 | $765K | Sell |
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|
2015
Q4 | $4.48M | Sell |
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|
2015
Q3 | $8.3M | Hold |
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|
2015
Q2 | $8.3M | Sell |
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|
2015
Q1 | $155M | Buy |
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|
2014
Q4 | $85.6M | Buy |
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|
2014
Q3 | $17M | Buy |
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|
2014
Q2 | $10.4M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $221K | Sell |
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|
2013
Q3 | $215K | Buy |
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