HCIA
Hochman Cole Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.94M | Buy |
30,537
+2,250
| +8% | +$364K | 1.93% | 13 |
|
|
2021
Q2 | $4.63M | Buy |
28,287
+3,586
| +15% | +$587K | 1.85% | 14 |
|
|
2021
Q1 | $3.72M | Buy |
24,701
+165
| +0.7% | +$24.8K | 1.56% | 18 |
|
|
2020
Q4 | $3.72M | Buy |
24,536
+527
| +2% | +$79.8K | 1.6% | 18 |
|
|
2020
Q3 | $3.25M | Buy |
24,009
+938
| +4% | +$127K | 1.6% | 21 |
|
|
2020
Q2 | $3.15M | Buy |
23,071
+2,161
| +10% | +$295K | 1.74% | 19 |
|
|
2020
Q1 | $2.25M | Buy |
20,910
+795
| +4% | +$85.7K | 1.55% | 22 |
|
|
2019
Q4 | $2.42M | Buy |
20,115
+847
| +4% | +$102K | 1.32% | 23 |
|
|
2019
Q3 | $1.92M | Sell |
19,268
-713
| -4% | -$70.9K | 1.2% | 24 |
|
|
2019
Q2 | $2.18M | Sell |
19,981
-104
| -0.5% | -$11.3K | 1.3% | 23 |
|
|
2019
Q1 | $2.25M | Buy |
20,085
+268
| +1% | +$30K | 1.34% | 22 |
|
|
2018
Q4 | $1.91M | Buy |
19,817
+315
| +2% | +$30.4K | 1.31% | 23 |
|
|
2018
Q3 | $2.38M | Buy |
19,502
+558
| +3% | +$68K | 1.48% | 20 |
|
|
2018
Q2 | $2.08M | Buy |
18,944
+496
| +3% | +$54.5K | 1.37% | 22 |
|
|
2018
Q1 | $1.97M | Sell |
18,448
-632
| -3% | -$67.5K | 1.37% | 22 |
|
|
2017
Q4 | $2.04M | Buy |
19,080
+12,285
| +181% | +$1.31M | 1.28% | 24 |
|
|
2017
Q3 | $2.27M | Sell |
6,795
-434
| -6% | -$145K | 1.48% | 22 |
|
|
2017
Q2 | $2.24M | Buy |
7,229
+587
| +9% | +$182K | 1.55% | 20 |
|
|
2017
Q1 | $1.95M | Sell |
6,642
-268
| -4% | -$78.6K | 1.42% | 22 |
|
|
2016
Q4 | $1.83M | Buy |
6,910
+225
| +3% | +$59.7K | 1.33% | 22 |
|
|
2016
Q3 | $1.94M | Buy |
6,685
+391
| +6% | +$113K | 1.44% | 21 |
|
|
2016
Q2 | $1.62M | Buy |
6,294
+929
| +17% | +$239K | 1.33% | 21 |
|
|
2016
Q1 | $1.4M | Buy |
5,365
+194
| +4% | +$50.6K | 1.19% | 24 |
|
|
2015
Q4 | $1.75M | Buy |
+5,171
| New | +$1.75M | 1.48% | 21 |
|