Mascoma Wealth Management’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 | $40.6K | Hold |
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|
2025
Q1 | $41K | Hold |
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|
2024
Q4 | $42.4K | Hold |
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|
2024
Q3 | $46.7K | Sell |
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|
2024
Q2 | $45.5K | Sell |
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|
2024
Q1 | $48.3K | Sell |
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|
2023
Q4 | $68.3K | Sell |
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|
2023
Q3 | $85.1K | Hold |
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|
2023
Q2 | $88.6K | Sell |
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|
2023
Q1 | $93.1K | Sell |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $45K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $81K | Sell |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $85K | Sell |
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|
2018
Q3 | $168K | Hold |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $147K | Sell |
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|
2017
Q4 | $198K | Sell |
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|
2017
Q3 | $243K | Hold |
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|
2017
Q2 | $226K | Hold |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $207K | Buy |
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