Mark Sheptoff Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-8
| Closed | -$1K | – | 370 |
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 346 |
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 337 |
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 340 |
|
2016
Q2 | – | Sell |
-525
| Closed | -$46K | – | 361 |
|
2016
Q1 | $46K | Hold |
525
| – | – | 0.04% | 158 |
|
2015
Q4 | $59K | Hold |
525
| – | – | 0.05% | 157 |
|
2015
Q3 | $53K | Hold |
525
| – | – | 0.05% | 155 |
|
2015
Q2 | $65K | Hold |
525
| – | – | 0.05% | 156 |
|
2015
Q1 | $60K | Hold |
525
| – | – | 0.05% | 156 |
|
2014
Q4 | $53K | Hold |
525
| – | – | 0.05% | 162 |
|
2014
Q3 | $48K | Buy |
+525
| New | +$48K | 0.04% | 173 |
|