Concurrent Investment 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 | $506K | Sell |
4,000
-523
| -12% | -$66.2K | 0.01% | 837 |
|
|
2025
Q1 | $579K | Buy |
4,523
+375
| +9% | +$48K | 0.01% | 700 |
|
|
2024
Q4 | $548K | Buy |
4,148
+436
| +12% | +$57.6K | 0.01% | 639 |
|
|
2024
Q3 | $541K | Buy |
3,712
+123
| +3% | +$17.9K | 0.02% | 594 |
|
|
2024
Q2 | $493K | Buy |
3,589
+630
| +21% | +$86.5K | 0.02% | 581 |
|
|
2024
Q1 | $406K | Sell |
2,959
-66
| -2% | -$9.05K | 0.02% | 601 |
|
|
2023
Q4 | $411K | Buy |
+3,025
| New | +$411K | 0.02% | 541 |
|