Cedar Brook Financial Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,426
| Closed | -$1.02M | – | 192 |
|
|
2024
Q1 | $1.02M | Buy |
7,426
+483
| +7% | +$66.3K | 0.2% | 121 |
|
|
2023
Q4 | $950K | Buy |
6,943
+3,451
| +99% | +$472K | 0.21% | 119 |
|
|
2023
Q3 | $427K | Buy |
3,492
+733
| +27% | +$89.6K | 0.11% | 189 |
|
|
2023
Q2 | $350K | Buy |
2,759
+58
| +2% | +$7.36K | 0.08% | 250 |
|
|
2023
Q1 | $349K | Buy |
2,701
+195
| +8% | +$25.2K | 0.09% | 242 |
|
|
2022
Q4 | $329K | Buy |
+2,506
| New | +$329K | 0.09% | 250 |
|