GYL Financial Synergies’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$10.2M Buy
70,379
+485
+0.7% +$70.6K 0.77% 30
2024
Q2
$9.59M Buy
69,894
+825
+1% +$113K 0.74% 30
2024
Q1
$9.48M Sell
69,069
-380
-0.5% -$52.1K 0.74% 34
2023
Q4
$9.43M Sell
69,449
-1,403
-2% -$191K 0.78% 31
2023
Q3
$8.66M Sell
70,852
-873
-1% -$107K 0.84% 29
2023
Q2
$9.11M Sell
71,725
-1,015
-1% -$129K 0.83% 30
2023
Q1
$9.4M Buy
+72,740
New +$9.4M 1.13% 26
2022
Q1
Sell
-1,328
Closed -$203K 214
2021
Q4
$203K Hold
1,328
0.05% 206
2021
Q3
$215K Hold
1,328
0.11% 179
2021
Q2
$217K Sell
1,328
-129
-9% -$21.1K 0.11% 172
2021
Q1
$219K Hold
1,457
0.12% 165
2020
Q4
$221K Buy
+1,457
New +$221K 0.13% 159