Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Hold |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $432K | Hold |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $332K | Sell |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q3 | $398K | Buy |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $318K | Sell |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q2 | $380K | Buy |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | $247K | Buy |
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