My Personal CFO LLC’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Hold |
5,140
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $657K | Hold |
5,140
| – | – | 0.33% | 52 |
|
|
2024
Q4 | $680K | Sell |
5,140
-1,500
| -23% | -$198K | 0.35% | 51 |
|
|
2024
Q3 | $967K | Hold |
6,640
| – | – | 0.53% | 40 |
|
|
2024
Q2 | $911K | Hold |
6,640
| – | – | 0.49% | 42 |
|
|
2024
Q1 | $911K | Sell |
6,640
-15
| -0.2% | -$2.06K | 0.53% | 43 |
|
|
2023
Q4 | $904K | Sell |
6,655
-13
| -0.2% | -$1.77K | 0.59% | 42 |
|
|
2023
Q3 | $815K | Hold |
6,668
| – | – | 0.66% | 39 |
|
|
2023
Q2 | $847K | Buy |
6,668
+15
| +0.2% | +$1.9K | 0.66% | 39 |
|
|
2023
Q1 | $859K | Buy |
6,653
+6,647
| +110,783% | +$859K | 0.73% | 36 |
|
|
2022
Q4 | $872K | Hold |
6
| – | – | 0.8% | 29 |
|
|
2022
Q3 | $787K | Sell |
6
-6,634
| -100% | -$870M | 1.2% | 22 |
|
|
2022
Q2 | $781K | Hold |
6,640
| – | – | 1% | 26 |
|
|
2022
Q1 | $865K | Hold |
6,640
| – | – | 0.9% | 27 |
|
|
2021
Q4 | $1.01M | Buy |
+6,640
| New | +$1.01M | 0.88% | 27 |
|