Concord Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.63K | Hold |
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|
2025
Q2 | $4.93K | Hold |
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|
2025
Q1 | $4.99K | Hold |
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|
2024
Q4 | $5.16K | Hold |
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|
2024
Q3 | $5.68K | Sell |
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|
2024
Q2 | $5.9K | Hold |
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|
2024
Q1 | $5.9K | Hold |
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|
2023
Q4 | $5.84K | Sell |
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|
2023
Q3 | $10K | Sell |
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|
2023
Q2 | $13.1K | Sell |
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|
2023
Q1 | $14.1K | Sell |
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|
2022
Q4 | $35.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $11K | Sell |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $34K | Buy |
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|
2020
Q4 | $5K | Buy |
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