Montis Financial’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,576
Closed -$204K 65
2023
Q1
$204K Hold
1,576
0.16% 59
2022
Q4
$207K Buy
+1,576
New +$207K 0.18% 59
2022
Q2
Sell
-1,576
Closed -$205K 65
2022
Q1
$205K Buy
+1,576
New +$205K 0.16% 65