Clarity Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,470
-2,019
| -19% | -$255K | 0.26% | 44 |
|
|
2025
Q1 | $1.34M | Sell |
10,489
-2,031
| -16% | -$260K | 0.37% | 40 |
|
|
2024
Q4 | $1.66M | Sell |
12,520
-1,309
| -9% | -$173K | 0.45% | 37 |
|
|
2024
Q3 | $2.01M | Sell |
13,829
-2,771
| -17% | -$403K | 0.59% | 34 |
|
|
2024
Q2 | $2.28M | Sell |
16,600
-5,146
| -24% | -$706K | 0.74% | 34 |
|
|
2024
Q1 | $2.98M | Sell |
21,746
-1,991
| -8% | -$273K | 1.01% | 32 |
|
|
2023
Q4 | $3.22M | Sell |
23,737
-5,885
| -20% | -$799K | 1.22% | 24 |
|
|
2023
Q3 | $3.62M | Buy |
29,622
+185
| +0.6% | +$22.6K | 1.64% | 20 |
|
|
2023
Q2 | $3.74M | Buy |
29,437
+390
| +1% | +$49.5K | 1.68% | 18 |
|
|
2023
Q1 | $3.75M | Buy |
29,047
+268
| +0.9% | +$34.6K | 1.91% | 16 |
|
|
2022
Q4 | $3.78M | Sell |
28,779
-154
| -0.5% | -$20.2K | 2.18% | 16 |
|
|
2022
Q3 | $3.38M | Buy |
28,933
+527
| +2% | +$61.6K | 2.04% | 17 |
|
|
2022
Q2 | $3.34M | Buy |
28,406
+880
| +3% | +$104K | 1.91% | 18 |
|
|
2022
Q1 | $3.59M | Buy |
27,526
+773
| +3% | +$101K | 1.7% | 18 |
|
|
2021
Q4 | $4.08M | Buy |
26,753
+1,290
| +5% | +$197K | 1.9% | 17 |
|
|
2021
Q3 | $4.12M | Buy |
25,463
+749
| +3% | +$121K | 2.03% | 18 |
|
|
2021
Q2 | $4.04M | Buy |
24,714
+1,201
| +5% | +$197K | 2.1% | 17 |
|
|
2021
Q1 | $3.54M | Buy |
23,513
+903
| +4% | +$136K | 2.02% | 17 |
|
|
2020
Q4 | $3.43M | Buy |
22,610
+470
| +2% | +$71.2K | 2.08% | 15 |
|
|
2020
Q3 | $3M | Buy |
22,140
+437
| +2% | +$59.2K | 2.15% | 15 |
|
|
2020
Q2 | $2.97M | Buy |
21,703
+1,344
| +7% | +$184K | 2.34% | 15 |
|
|
2020
Q1 | $2.19M | Buy |
20,359
+673
| +3% | +$72.5K | 2.28% | 17 |
|
|
2019
Q4 | $2.37M | Buy |
+19,686
| New | +$2.37M | 1.99% | 16 |
|