Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
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|
2025
Q1 | $18.3K | Hold |
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|
2024
Q4 | $20.8K | Hold |
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|
2024
Q3 | $21.2K | Hold |
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|
2024
Q2 | $22.2K | Hold |
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|
2024
Q1 | $18.9K | Hold |
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|
2023
Q4 | $20.2K | Sell |
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|
2023
Q3 | $42.9K | Hold |
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|
2023
Q2 | $46.6K | Hold |
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|
2023
Q1 | $47.4K | Buy |
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|
2022
Q4 | $38.3K | Hold |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $48K | Sell |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $122K | Buy |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $93K | Hold |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $27K | Sell |
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|
2016
Q3 | $52K | Sell |
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|
2016
Q2 | $54K | Hold |
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|
2016
Q1 | $55K | Hold |
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|
2015
Q4 | $71K | Hold |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $77K | Buy |
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|
2015
Q1 | $34K | Hold |
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|
2014
Q4 | $30K | Hold |
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|
2014
Q3 | $27K | Buy |
|