Bourgeon Capital Management’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 | – | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $476K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $43K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $4.08M | Sell |
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|
2019
Q3 | $3.47M | Sell |
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|
2019
Q2 | $3.88M | Sell |
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|
2019
Q1 | $4.06M | Buy |
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