HPWA
Hall Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,686
| Closed | -$220K | – | 43 |
|
2022
Q1 | $220K | Sell |
1,686
-215
| -11% | -$28.1K | 0.12% | 45 |
|
2021
Q4 | $290K | Buy |
1,901
+7
| +0.4% | +$1.07K | 0.18% | 38 |
|
2021
Q3 | $306K | Sell |
1,894
-314
| -14% | -$50.7K | 0.2% | 41 |
|
2021
Q2 | $361K | Buy |
+2,208
| New | +$361K | 0.24% | 40 |
|