HighMark Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-850
| Closed | -$23.1K | – | 599 |
|
|
2023
Q3 | $23.1K | Buy |
850
+100
| +13% | +$2.72K | 0.02% | 163 |
|
|
2023
Q2 | $23.7K | Hold |
750
| – | – | 0.02% | 168 |
|
|
2023
Q1 | $20.4K | Buy |
750
+200
| +36% | +$5.44K | 0.02% | 208 |
|
|
2022
Q4 | $16.7K | Hold |
550
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $17K | Hold |
550
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $15K | Buy |
550
+150
| +38% | +$4.09K | 0.01% | 199 |
|
|
2022
Q1 | $13K | Hold |
400
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $17K | Buy |
+400
| New | +$17K | 0.01% | 193 |
|