KJWM
Kiley Juergens Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,496
| Closed | -$670K | – | 308 |
|
|
2018
Q3 | $670K | Sell |
5,496
-40
| -0.7% | -$4.88K | 0.5% | 42 |
|
|
2018
Q2 | $607K | Buy |
5,536
+520
| +10% | +$57K | 0.54% | 41 |
|
|
2018
Q1 | $535K | Sell |
5,016
-271
| -5% | -$28.9K | 0.58% | 44 |
|
|
2017
Q4 | $564K | Buy |
+5,287
| New | +$564K | 0.51% | 40 |
|