Johnson Financial Group Inc (Wisconsin)’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.6K | Sell |
250
-10
| -4% | -$1.27K | ﹤0.01% | 498 |
|
2025
Q1 | $33.3K | Buy |
260
+10
| +4% | +$1.28K | ﹤0.01% | 677 |
|
2024
Q4 | $34.7K | Hold |
250
| – | – | ﹤0.01% | 544 |
|
2024
Q3 | $36.4K | Buy |
+250
| New | +$36.4K | ﹤0.01% | 554 |
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$122K | – | 964 |
|
2023
Q3 | $122K | Hold |
1,000
| – | – | 0.01% | 290 |
|
2023
Q2 | $127K | Hold |
1,000
| – | – | 0.01% | 311 |
|
2023
Q1 | $129K | Sell |
1,000
-1,835
| -65% | -$237K | 0.01% | 312 |
|
2022
Q4 | $372K | Buy |
2,835
+2,000
| +240% | +$263K | 0.03% | 192 |
|
2022
Q3 | $98K | Hold |
835
| – | – | 0.01% | 296 |
|
2022
Q2 | $98K | Buy |
835
+35
| +4% | +$4.11K | 0.01% | 322 |
|
2022
Q1 | $104K | Buy |
800
+500
| +167% | +$65K | 0.01% | 348 |
|
2021
Q4 | $46K | Buy |
+300
| New | +$46K | ﹤0.01% | 458 |
|
2021
Q2 | – | Sell |
-63
| Closed | -$9K | – | 779 |
|
2021
Q1 | $9K | Buy |
+63
| New | +$9K | ﹤0.01% | 555 |
|
2018
Q1 | – | Sell |
-450
| Closed | -$48K | – | 580 |
|
2017
Q4 | $48K | Buy |
+450
| New | +$48K | 0.01% | 364 |
|