Golden State Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.9K | Sell |
758
-200
| -21% | -$25.3K | 0.01% | 491 |
|
|
2025
Q1 | $123K | Sell |
958
-11
| -1% | -$1.41K | 0.02% | 404 |
|
|
2024
Q4 | $128K | Buy |
+969
| New | +$128K | 0.02% | 386 |
|
|
2022
Q1 | – | Sell |
-3,940
| Closed | -$601K | – | 331 |
|
|
2021
Q4 | $601K | Sell |
3,940
-339
| -8% | -$51.7K | 0.1% | 181 |
|
|
2021
Q3 | $692K | Buy |
4,279
+87
| +2% | +$14.1K | 0.15% | 132 |
|
|
2021
Q2 | $686K | Sell |
4,192
-1,434
| -25% | -$235K | 0.15% | 128 |
|
|
2021
Q1 | $847K | Sell |
5,626
-146
| -3% | -$22K | 0.28% | 67 |
|
|
2020
Q4 | $874K | Buy |
5,772
+3,865
| +203% | +$585K | 0.25% | 79 |
|
|
2020
Q3 | $258K | Buy |
1,907
+294
| +18% | +$39.8K | 0.09% | 164 |
|
|
2020
Q2 | $220K | Buy |
1,613
+145
| +10% | +$19.8K | 0.07% | 170 |
|
|
2020
Q1 | $158K | Buy |
+1,468
| New | +$158K | 0.07% | 186 |
|
|
2019
Q4 | – | Sell |
-1,618
| Closed | -$161K | – | 447 |
|
|
2019
Q3 | $161K | Sell |
1,618
-705
| -30% | -$70.2K | 0.05% | 234 |
|
|
2019
Q2 | $253K | Sell |
2,323
-108
| -4% | -$11.8K | 0.08% | 190 |
|
|
2019
Q1 | $272K | Buy |
+2,431
| New | +$272K | 0.09% | 183 |
|