JWM
Jacobus Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $684K | Buy |
2,050
+65
| +3% | +$21.7K | 0.18% | 88 |
|
|
2017
Q2 | $616K | Hold |
1,985
| – | – | 0.17% | 94 |
|
|
2017
Q1 | $582K | Buy |
1,985
+330
| +20% | +$96.8K | 0.16% | 92 |
|
|
2016
Q4 | $439K | Buy |
1,655
+32
| +2% | +$8.49K | 0.13% | 111 |
|
|
2016
Q3 | $470K | Buy |
1,623
+24
| +2% | +$6.95K | 0.14% | 108 |
|
|
2016
Q2 | $411K | Buy |
1,599
+112
| +8% | +$28.8K | 0.13% | 117 |
|
|
2016
Q1 | $388K | Hold |
1,487
| – | – | 0.11% | 145 |
|
|
2015
Q4 | $503K | Hold |
1,487
| – | – | 0.14% | 122 |
|
|
2015
Q3 | $451K | Hold |
1,487
| – | – | 0.13% | 128 |
|
|
2015
Q2 | $549K | Buy |
1,487
+892
| +150% | +$329K | 0.14% | 123 |
|
|
2015
Q1 | $204K | Buy |
+595
| New | +$204K | 0.05% | 211 |
|