Heritage Wealth Management (Arizona)’s iShares Biotechnology ETF IBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$418K	Buy	3,186 +1,482	+87%	+$195K	0.06%	246
2022 Q3	$199K	Sell	1,704 -233	-12%	-$27.2K	0.06%	224
2022 Q2	$228K	Sell	1,937 -1,492	-44%	-$176K	0.08%	212
2022 Q1	$447K	Buy	+3,429	New	+$447K	0.12%	133
2021 Q3	$4K	Buy	+22	New	+$4K	﹤0.01%	754