LWM
LJI Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,702
| Closed | -$393K | – | 189 |
|
|
2024
Q3 | $393K | Sell |
2,702
-65
| -2% | -$9.46K | 0.08% | 127 |
|
|
2024
Q2 | $380K | Hold |
2,767
| – | – | 0.08% | 124 |
|
|
2024
Q1 | $380K | Sell |
2,767
-150
| -5% | -$20.6K | 0.1% | 100 |
|
|
2023
Q4 | $396K | Sell |
2,917
-505
| -15% | -$68.6K | 0.1% | 106 |
|
|
2023
Q3 | $418K | Sell |
3,422
-315
| -8% | -$38.5K | 0.12% | 91 |
|
|
2023
Q2 | $474K | Sell |
3,737
-149
| -4% | -$18.9K | 0.14% | 81 |
|
|
2023
Q1 | $502K | Sell |
3,886
-50
| -1% | -$6.46K | 0.16% | 69 |
|
|
2022
Q4 | $517K | Buy |
+3,936
| New | +$517K | 0.18% | 60 |
|