Circle Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Circle Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$545K	Hold
2024 Q1	$545K	Hold
2023 Q4	$540K	Hold
2023 Q3	$486K	Buy
2021 Q2	–	Sell
2021 Q1	$273K	Buy