Kelman-Lazarov Inc’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $602K | Hold |
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|
2024
Q2 | $567K | Hold |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $620K | Hold |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $739K | Hold |
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|
2022
Q4 | $751K | Hold |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $683K | Hold |
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|
2022
Q1 | $756K | Hold |
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|
2021
Q4 | $886K | Hold |
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|
2021
Q3 | $938K | Sell |
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|
2021
Q2 | $974K | Hold |
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|
2021
Q1 | $896K | Hold |
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|
2020
Q4 | $902K | Sell |
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|
2020
Q3 | $815K | Hold |
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|
2020
Q2 | $823K | Sell |
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|
2020
Q1 | $670K | Sell |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $840K | Sell |
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|
2019
Q2 | $925K | Sell |
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|
2019
Q1 | $967K | Sell |
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|
2018
Q4 | $844K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.11M | Hold |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.17M | Hold |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $878K | Hold |
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|
2016
Q3 | $954K | Hold |
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|
2016
Q2 | $869K | Hold |
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|
2016
Q1 | $888K | Buy |
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