Clear Perspectives Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-300
| Closed | -$39K | – | 220 |
|
2022
Q1 | $39K | Hold |
300
| – | – | 0.01% | 103 |
|
2021
Q4 | $46K | Hold |
300
| – | – | 0.02% | 106 |
|
2021
Q3 | $49K | Hold |
300
| – | – | 0.02% | 95 |
|
2021
Q2 | $49K | Hold |
300
| – | – | 0.02% | 99 |
|
2021
Q1 | $45K | Hold |
300
| – | – | 0.03% | 90 |
|
2020
Q4 | $45K | Buy |
+300
| New | +$45K | 0.03% | 86 |
|