LGWM
Litman Gregory Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-450
| Closed | -$68K | – | 116 |
|
|
2021
Q1 | $68K | Hold |
450
| – | – | 0.01% | 89 |
|
|
2020
Q4 | $68K | Hold |
450
| – | – | 0.01% | 89 |
|
|
2020
Q3 | $61K | Hold |
450
| – | – | 0.01% | 92 |
|
|
2020
Q2 | $62K | Hold |
450
| – | – | 0.01% | 86 |
|
|
2020
Q1 | $48K | Buy |
+450
| New | +$48K | 0.01% | 83 |
|