Lokken Investment Group’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
Q1 | – | Sell |
-13,811
| Closed | -$2.11M | – | 134 |
|
|
2021
Q4 | $2.11M | Sell |
13,811
-65
| -0.5% | -$9.92K | 1.5% | 16 |
|
|
2021
Q3 | $2.24M | Sell |
13,876
-53
| -0.4% | -$8.57K | 1.78% | 15 |
|
|
2021
Q2 | $2.28M | Buy |
13,929
+67
| +0.5% | +$11K | 1.85% | 14 |
|
|
2021
Q1 | $2.09M | Buy |
13,862
+2,361
| +21% | +$355K | 1.84% | 13 |
|
|
2020
Q4 | $1.74M | Buy |
+11,501
| New | +$1.74M | 1.59% | 18 |
|