KWM
Kingsview Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
3,381
+135
| +4% | +$17.1K | 0.01% | 824 |
|
|
2025
Q1 | $415K | Sell |
3,246
-28,838
| -90% | -$3.69M | 0.01% | 784 |
|
|
2024
Q4 | $4.24M | Buy |
32,084
+28,541
| +806% | +$3.77M | 0.08% | 225 |
|
|
2024
Q3 | $516K | Buy |
3,543
+438
| +14% | +$63.8K | 0.01% | 708 |
|
|
2024
Q2 | $426K | Buy |
3,105
+284
| +10% | +$39K | 0.01% | 736 |
|
|
2024
Q1 | $387K | Sell |
2,821
-318
| -10% | -$43.6K | 0.01% | 736 |
|
|
2023
Q4 | $426K | Buy |
3,139
+221
| +8% | +$30K | 0.01% | 671 |
|
|
2023
Q3 | $357K | Sell |
2,918
-1,167
| -29% | -$143K | 0.01% | 705 |
|
|
2023
Q2 | $519K | Buy |
4,085
+127
| +3% | +$16.1K | 0.02% | 579 |
|
|
2023
Q1 | $511K | Buy |
3,958
+443
| +13% | +$57.2K | 0.02% | 570 |
|
|
2022
Q4 | $461K | Buy |
3,515
+170
| +5% | +$22.3K | 0.02% | 530 |
|
|
2022
Q3 | $391K | Sell |
3,345
-209
| -6% | -$24.4K | 0.02% | 566 |
|
|
2022
Q2 | $418K | Sell |
3,554
-485
| -12% | -$57K | 0.02% | 575 |
|
|
2022
Q1 | $526K | Sell |
4,039
-847
| -17% | -$110K | 0.02% | 557 |
|
|
2021
Q4 | $746K | Buy |
4,886
+396
| +9% | +$60.5K | 0.03% | 476 |
|
|
2021
Q3 | $726K | Buy |
4,490
+942
| +27% | +$152K | 0.03% | 459 |
|
|
2021
Q2 | $586K | Sell |
3,548
-42
| -1% | -$6.94K | 0.03% | 518 |
|
|
2021
Q1 | $544K | Sell |
3,590
-454
| -11% | -$68.8K | 0.03% | 490 |
|
|
2020
Q4 | $613K | Sell |
4,044
-1,973
| -33% | -$299K | 0.04% | 401 |
|
|
2020
Q3 | $815K | Sell |
6,017
-7,847
| -57% | -$1.06M | 0.07% | 264 |
|
|
2020
Q2 | $1.9M | Buy |
13,864
+10,737
| +343% | +$1.47M | 0.19% | 134 |
|
|
2020
Q1 | $337K | Buy |
3,127
+317
| +11% | +$34.2K | 0.05% | 324 |
|
|
2019
Q4 | $339K | Buy |
2,810
+90
| +3% | +$10.9K | 0.04% | 350 |
|
|
2019
Q3 | $271K | Sell |
2,720
-494
| -15% | -$49.2K | 0.04% | 354 |
|
|
2019
Q2 | $351K | Sell |
3,214
-4,290
| -57% | -$469K | 0.06% | 300 |
|
|
2019
Q1 | $839K | Buy |
7,504
+4,214
| +128% | +$471K | 0.13% | 194 |
|
|
2018
Q4 | $317K | Buy |
3,290
+268
| +9% | +$25.8K | 0.07% | 279 |
|
|
2018
Q3 | $369K | Sell |
3,022
-150
| -5% | -$18.3K | 0.07% | 262 |
|
|
2018
Q2 | $348K | Sell |
3,172
-17
| -0.5% | -$1.87K | 0.08% | 246 |
|
|
2018
Q1 | $340K | Sell |
3,189
-1,554
| -33% | -$166K | 0.08% | 243 |
|
|
2017
Q4 | $506K | Buy |
4,743
+2,805
| +145% | +$299K | 0.18% | 168 |
|
|
2017
Q3 | $646K | Buy |
1,938
+644
| +50% | +$215K | 0.28% | 112 |
|
|
2017
Q2 | $401K | Buy |
1,294
+280
| +28% | +$86.8K | 0.21% | 145 |
|
|
2017
Q1 | $297K | Buy |
+1,014
| New | +$297K | 0.18% | 174 |
|