BWM
Birchcreek Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,886
| Closed | -$305K | – | 126 |
|
|
2021
Q3 | $305K | Sell |
1,886
-283
| -13% | -$45.8K | 0.28% | 80 |
|
|
2021
Q2 | $355K | Sell |
2,169
-576
| -21% | -$94.3K | 0.34% | 68 |
|
|
2021
Q1 | $413K | Sell |
2,745
-971
| -26% | -$146K | 0.44% | 59 |
|
|
2020
Q4 | $562K | Buy |
+3,716
| New | +$562K | 0.55% | 44 |
|