Integrated Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $367K | Sell |
3,756
-345
| -8% | -$33.7K | 0.12% | 165 |
|
|
2016
Q4 | $363K | Sell |
4,101
-1,347
| -25% | -$119K | 0.14% | 157 |
|
|
2016
Q3 | $526K | Buy |
5,448
+1,041
| +24% | +$101K | 0.19% | 119 |
|
|
2016
Q2 | $378K | Buy |
4,407
+579
| +15% | +$49.7K | 0.15% | 141 |
|
|
2016
Q1 | $333K | Buy |
3,828
+891
| +30% | +$77.5K | 0.14% | 129 |
|
|
2015
Q4 | $331K | Buy |
2,937
+486
| +20% | +$54.8K | 0.14% | 127 |
|
|
2015
Q3 | $248K | Buy |
2,451
+1,338
| +120% | +$135K | 0.11% | 156 |
|
|
2015
Q2 | $137K | Buy |
1,113
+777
| +231% | +$95.6K | 0.05% | 241 |
|
|
2015
Q1 | $38K | Buy |
+336
| New | +$38K | 0.02% | 435 |
|