Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $48K | Sell |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $123K | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.7M | Sell |
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|
2019
Q2 | $10.8M | Buy |
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|
2019
Q1 | $5.63M | Sell |
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|
2018
Q4 | $4.92M | Buy |
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|
2018
Q3 | $1.76M | Sell |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $136K | Buy |
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|
2017
Q3 | $88K | Hold |
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|
2017
Q2 | $83K | Hold |
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|
2017
Q1 | $77K | Sell |
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|
2016
Q4 | $126K | Buy |
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|
2016
Q3 | $29K | Buy |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $7K | Buy |
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|
2015
Q3 | $1K | Buy |
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