DecisionPoint Financial’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

DecisionPoint Financial’s Portfolio BBC Stock Details BBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62	Closed	-$1.59K	–	243
2024 Q1	$1.59K	Hold	62	–	–	﹤0.01%	240
2023 Q4	$1.52K	Hold	62	–	–	﹤0.01%	190
2023 Q3	$1.22K	Hold	62	–	–	﹤0.01%	221
2023 Q2	$1.49K	Hold	62	–	–	﹤0.01%	177
2023 Q1	$1.36K	Hold	62	–	–	﹤0.01%	176
2022 Q4	$1.55K	Buy	+62	New	+$1.54K	﹤0.01%	153

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Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

DecisionPoint Financial's BBC Position: Q2 2024 in Review

DecisionPoint Financial sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q2 2024, closing a stake of 62 shares — an estimated $1.59K sold.

DecisionPoint Financial first reported a position in BBC in Q4 2022 and held it in 6 quarters. The position peaked at $1.59K in Q1 2024. 14 funds tracked by Wall St. Rank hold BBC as of Q2 2024.

DecisionPoint Financial reported no remaining Virtus Biotech Clinical Trials ETF position as of Q2 2024 after selling out during the quarter.
DecisionPoint Financial sold 62 Virtus Biotech Clinical Trials ETF shares in Q2 2024, an estimated $1.59K.
DecisionPoint Financial first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2022 and held it in 6 quarters.
DecisionPoint Financial's Virtus Biotech Clinical Trials ETF position peaked at $1.59K in Q1 2024.
14 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q2 2024.

Based on DecisionPoint Financial's 13F filing for Q2 2024, filed 9 Aug 2024.