FIG
FundX Investment Group’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,516
| Closed | -$1.71M | – | 36 |
|
|
2020
Q2 | $1.71M | Buy |
+12,516
| New | +$1.71M | 0.72% | 24 |
|
|
2015
Q4 | – | Sell |
-41,381
| Closed | -$12.6M | – | 23 |
|
|
2015
Q3 | $12.6M | Buy |
41,381
+4,033
| +11% | +$1.22M | 6.17% | 6 |
|
|
2015
Q2 | $13.8M | Buy |
37,348
+676
| +2% | +$249K | 5.71% | 8 |
|
|
2015
Q1 | $12.6M | Buy |
36,672
+779
| +2% | +$268K | 3.89% | 9 |
|
|
2014
Q4 | $10.9M | Buy |
+35,893
| New | +$10.9M | 3.27% | 10 |
|
|
2014
Q2 | – | Sell |
-78,492
| Closed | -$18.6M | – | 19 |
|
|
2014
Q1 | $18.6M | Buy |
78,492
+1,145
| +1% | +$271K | 7.8% | 3 |
|
|
2013
Q4 | $17.6M | Sell |
77,347
-4,182
| -5% | -$950K | 7.79% | 3 |
|
|
2013
Q3 | $17.1M | Buy |
81,529
+4,532
| +6% | +$950K | 6.76% | 3 |
|
|
2013
Q2 | $13.4M | Buy |
+76,997
| New | +$13.4M | 5.72% | 5 |
|