Cyndeo Wealth Partners’s VanEck Biotech ETF BBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,300
| Closed | -$205K | – | 466 |
|
|
2025
Q1 | $205K | Hold |
1,300
| – | – | 0.01% | 431 |
|
|
2024
Q4 | $204K | Hold |
1,300
| – | – | 0.01% | 433 |
|
|
2024
Q3 | $231K | Hold |
1,300
| – | – | 0.02% | 417 |
|
|
2024
Q2 | $219K | Hold |
1,300
| – | – | 0.02% | 373 |
|
|
2024
Q1 | $216K | Hold |
1,300
| – | – | 0.02% | 365 |
|
|
2023
Q4 | $215K | Hold |
1,300
| – | – | 0.02% | 350 |
|
|
2023
Q3 | $202K | Hold |
1,300
| – | – | 0.02% | 328 |
|
|
2023
Q2 | $203K | Hold |
1,300
| – | – | 0.02% | 313 |
|
|
2023
Q1 | $211K | Hold |
1,300
| – | – | 0.02% | 303 |
|
|
2022
Q4 | $208K | Buy |
+1,300
| New | +$208K | 0.02% | 297 |
|