MWC
MBM Wealth Consultants’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-543
| Closed | -$64K | – | 271 |
|
|
2022
Q2 | $64K | Hold |
543
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $71K | Hold |
543
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $83K | Hold |
543
| – | – | 0.03% | 130 |
|
|
2021
Q3 | $88K | Hold |
543
| – | – | 0.04% | 134 |
|
|
2021
Q2 | $89K | Hold |
543
| – | – | 0.04% | 125 |
|
|
2021
Q1 | $82K | Hold |
543
| – | – | 0.04% | 122 |
|
|
2020
Q4 | $82K | Hold |
543
| – | – | 0.04% | 116 |
|
|
2020
Q3 | $74K | Hold |
543
| – | – | 0.05% | 112 |
|
|
2020
Q2 | $74K | Hold |
543
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $59K | Hold |
543
| – | – | 0.05% | 100 |
|
|
2019
Q4 | $65K | Sell |
543
-60
| -10% | -$7.18K | 0.05% | 109 |
|
|
2019
Q3 | $60K | Hold |
603
| – | – | 0.05% | 111 |
|
|
2019
Q2 | $66K | Hold |
603
| – | – | 0.05% | 113 |
|
|
2019
Q1 | $67K | Hold |
603
| – | – | 0.06% | 111 |
|
|
2018
Q4 | $58K | Buy |
+603
| New | +$58K | 0.06% | 124 |
|