CIC Wealth’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
Q3 | $211K | Buy |
+1,448
| New | +$211K | 0.05% | 165 |
|
2024
Q1 | – | Sell |
-1,498
| Closed | -$204K | – | 164 |
|
2023
Q4 | $204K | Buy |
+1,498
| New | +$204K | 0.06% | 152 |
|
2023
Q3 | – | Sell |
-1,578
| Closed | -$200K | – | 154 |
|
2023
Q2 | $200K | Sell |
1,578
-250
| -14% | -$31.7K | 0.07% | 156 |
|
2023
Q1 | $236K | Hold |
1,828
| – | – | 0.09% | 140 |
|
2022
Q4 | $240K | Buy |
+1,828
| New | +$240K | 0.1% | 135 |
|