Daymark Wealth Partners’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
Q1
Sell
-1,529
Closed -$202K 511
2024
Q4
$202K Sell
1,529
-75
-5% -$9.92K 0.01% 483
2024
Q3
$234K Hold
1,604
0.01% 478
2024
Q2
$220K Buy
1,604
+28
+2% +$3.84K 0.01% 468
2024
Q1
$216K Buy
+1,576
New +$216K 0.01% 403