Householder Group Estate & Retirement Specialist’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-456
| Closed | -$66K | – | 828 |
|
|
2024
Q3 | $66K | Sell |
456
-36
| -7% | -$5.21K | 0.02% | 437 |
|
|
2024
Q2 | $67K | Hold |
492
| – | – | 0.02% | 430 |
|
|
2024
Q1 | $67.6K | Hold |
492
| – | – | 0.02% | 425 |
|
|
2023
Q4 | $66K | Buy |
492
+1
| +0.2% | +$134 | 0.02% | 409 |
|
|
2023
Q3 | $60.1K | Buy |
+491
| New | +$60.1K | 0.02% | 406 |
|
|
2023
Q1 | $63K | Buy |
+492
| New | +$63K | 0.02% | 394 |
|
|
2022
Q4 | – | Sell |
-645
| Closed | -$75K | – | 663 |
|
|
2022
Q3 | $75K | Buy |
+645
| New | +$75K | 0.03% | 316 |
|