HWM
Howard Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,762
| Closed | -$229K | – | 88 |
|
|
2022
Q1 | $229K | Sell |
1,762
-75
| -4% | -$9.75K | 0.12% | 120 |
|
|
2021
Q4 | $280K | Buy |
1,837
+2
| +0.1% | +$305 | 0.15% | 108 |
|
|
2021
Q3 | $296K | Sell |
1,835
-105
| -5% | -$16.9K | 0.17% | 100 |
|
|
2021
Q2 | $317K | Sell |
1,940
-50
| -3% | -$8.17K | 0.17% | 100 |
|
|
2021
Q1 | $299K | Buy |
1,990
+9
| +0.5% | +$1.35K | 0.17% | 99 |
|
|
2020
Q4 | $300K | Buy |
1,981
+4
| +0.2% | +$606 | 0.19% | 100 |
|
|
2020
Q3 | $267K | Buy |
+1,977
| New | +$267K | 0.19% | 101 |
|
|
2020
Q1 | – | Sell |
-402
| Closed | -$48K | – | 277 |
|
|
2019
Q4 | $48K | Buy |
+402
| New | +$48K | 0.04% | 205 |
|