Berman Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-34
| Closed | -$5K | – | 2139 |
|
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 1146 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$67K | – | 1519 |
|
|
2019
Q1 | $67K | Sell |
600
-158
| -21% | -$17.6K | 0.02% | 241 |
|
|
2018
Q4 | $72K | Buy |
+758
| New | +$72K | 0.03% | 214 |
|
|
2018
Q1 | – | Sell |
-2,244
| Closed | -$240K | – | 118 |
|
|
2017
Q4 | $240K | Buy |
+2,244
| New | +$240K | 0.08% | 89 |
|