Elmwood Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$42K | – | 280 |
|
|
2021
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.02% | 195 |
|
|
2021
Q2 | $49K | Hold |
1,000
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $50K | Buy |
+1,000
| New | +$50K | 0.03% | 166 |
|
|
2020
Q3 | $29K | Hold |
700
| – | – | 0.02% | 146 |
|
|
2020
Q2 | $29K | Hold |
700
| – | – | 0.02% | 146 |
|
|
2020
Q1 | $24K | Buy |
+700
| New | +$24K | 0.02% | 155 |
|
|
2019
Q4 | – | Sell |
-700
| Closed | -$22K | – | 212 |
|
|
2019
Q3 | $22K | Hold |
700
| – | – | 0.02% | 140 |
|
|
2019
Q2 | $25K | Hold |
700
| – | – | 0.02% | 148 |
|
|
2019
Q1 | $25K | Hold |
700
| – | – | 0.02% | 143 |
|
|
2018
Q4 | $20K | Hold |
700
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $27.6K | Hold |
700
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $26.1K | Hold |
700
| – | – | 0.02% | 155 |
|
|
2018
Q1 | $24K | Buy |
+700
| New | +$24K | 0.02% | 155 |
|