CWM
Cadence Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,491
| Closed | -$380K | – | 39 |
|
|
2021
Q4 | $380K | Sell |
2,491
-769
| -24% | -$117K | 0.42% | 17 |
|
|
2021
Q3 | $527K | Buy |
3,260
+183
| +6% | +$29.6K | 0.6% | 16 |
|
|
2021
Q2 | $504K | Sell |
3,077
-669
| -18% | -$110K | 0.43% | 21 |
|
|
2021
Q1 | $564K | Buy |
+3,746
| New | +$564K | 0.51% | 20 |
|