HNWAG
High Net Worth Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,675
| Closed | -$216K | – | 201 |
|
|
2023
Q1 | $216K | Hold |
1,675
| – | – | 0.09% | 176 |
|
|
2022
Q4 | $220K | Hold |
1,675
| – | – | 0.09% | 175 |
|
|
2022
Q3 | $196K | Hold |
1,675
| – | – | 0.08% | 184 |
|
|
2022
Q2 | $197K | Hold |
1,675
| – | – | 0.08% | 185 |
|
|
2022
Q1 | $218K | Sell |
1,675
-125
| -7% | -$16.3K | 0.08% | 177 |
|
|
2021
Q4 | $275K | Buy |
+1,800
| New | +$275K | 0.1% | 164 |
|