Elm Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Elm Advisors’s Portfolio IBB Stock Details IBB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$825K	Hold
2021 Q3	$874K	Hold
2021 Q2	$885K	Hold
2021 Q1	$814K	Hold
2020 Q4	$819K	Hold
2020 Q3	$732K	Sell
2020 Q2	$749K	Sell
2020 Q1	$606K	Hold
2019 Q4	$678K	Hold
2019 Q3	$560K	Hold
2019 Q2	$614K	Hold
2019 Q1	$629K	Hold
2018 Q4	$543K	Hold
2018 Q3	$686K	Hold
2018 Q2	$618K	Hold
2018 Q1	$601K	Sell
2017 Q4	$606K	Hold
2017 Q3	$631K	Sell
2017 Q2	$618K	Hold
2017 Q1	$584K	Hold
2016 Q4	$529K	Hold
2016 Q3	$577K	Hold
2016 Q2	$513K	Sell
2016 Q1	$526K	Hold
2015 Q4	$682K	Sell
2015 Q3	$614K	Hold
2015 Q2	$747K	Sell
2015 Q1	$714K	Hold
2014 Q4	$631K	Sell
2014 Q3	$576K	Hold
2014 Q2	$541K	Hold
2014 Q1	$498K	Hold
2013 Q4	$478K	Buy