Lake Point Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$3K | – | 469 |
|
|
2022
Q1 | $3K | Sell |
25
-25
| -50% | -$3K | ﹤0.01% | 290 |
|
|
2021
Q4 | $8K | Sell |
50
-50
| -50% | -$8K | ﹤0.01% | 198 |
|
|
2021
Q3 | $16K | Buy |
100
+25
| +33% | +$4K | 0.01% | 125 |
|
|
2021
Q2 | $12K | Buy |
+75
| New | +$12K | 0.01% | 156 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 759 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 759 |
|