Key Financial Inc’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 | $34.4K | Buy |
272
+52
| +24% | +$6.58K | 0.01% | 572 |
|
|
2025
Q1 | $28.1K | Hold |
220
| – | – | 0.01% | 586 |
|
|
2024
Q4 | $29.1K | Hold |
220
| – | – | 0.01% | 574 |
|
|
2024
Q3 | $32K | Sell |
220
-30
| -12% | -$4.37K | 0.01% | 560 |
|
|
2024
Q2 | $34.3K | Buy |
250
+30
| +14% | +$4.12K | 0.01% | 531 |
|
|
2024
Q1 | $30.2K | Sell |
220
-70
| -24% | -$9.61K | 0.01% | 531 |
|
|
2023
Q4 | $39.4K | Buy |
290
+70
| +32% | +$9.51K | 0.01% | 465 |
|
|
2023
Q3 | $26.9K | Buy |
220
+12
| +6% | +$1.47K | 0.01% | 504 |
|
|
2023
Q2 | $26.4K | Hold |
208
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $26.9K | Sell |
208
-1,037
| -83% | -$134K | 0.01% | 484 |
|
|
2022
Q4 | $146K | Hold |
1,245
| – | – | 0.07% | 198 |
|
|
2022
Q3 | $146K | Hold |
1,245
| – | – | 0.07% | 200 |
|
|
2022
Q2 | $150K | Hold |
1,245
| – | – | 0.08% | 188 |
|
|
2022
Q1 | $162K | Buy |
1,245
+1,000
| +408% | +$130K | 0.08% | 192 |
|
|
2021
Q4 | $37K | Buy |
245
+50
| +26% | +$7.55K | 0.02% | 388 |
|
|
2021
Q3 | $32K | Hold |
195
| – | – | 0.02% | 397 |
|
|
2021
Q2 | $32K | Hold |
195
| – | – | 0.02% | 406 |
|
|
2021
Q1 | $29K | Hold |
195
| – | – | 0.02% | 347 |
|
|
2020
Q4 | $30K | Buy |
+195
| New | +$30K | 0.02% | 321 |
|
|
2020
Q2 | – | Sell |
-195
| Closed | -$21K | – | 332 |
|
|
2020
Q1 | $21K | Buy |
+195
| New | +$21K | 0.02% | 316 |
|