HWA
HHM Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Hold |
225
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $28.8K | Hold |
225
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $29.7K | Buy |
225
+150
| +200% | +$19.8K | ﹤0.01% | 436 |
|
|
2024
Q3 | $10.9K | Sell |
75
-42
| -36% | -$6.12K | ﹤0.01% | 545 |
|
|
2024
Q2 | $16.1K | Buy |
117
+12
| +11% | +$1.65K | ﹤0.01% | 488 |
|
|
2024
Q1 | $14.4K | Hold |
105
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $14.3K | Hold |
105
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $12.8K | Hold |
105
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $13.3K | Hold |
105
| – | – | ﹤0.01% | 476 |
|
|
2023
Q1 | $13.6K | Hold |
105
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $13.8K | Hold |
105
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $12K | Hold |
105
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $12K | Hold |
105
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $14K | Hold |
105
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $16K | Hold |
105
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $17K | Hold |
105
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $17K | Hold |
105
| – | – | ﹤0.01% | 417 |
|
|
2021
Q1 | $16K | Hold |
105
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $16K | Hold |
105
| – | – | 0.01% | 377 |
|
|
2020
Q3 | $14K | Hold |
105
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $14K | Hold |
105
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $11K | Buy |
+105
| New | +$11K | 0.01% | 348 |
|