NWM
NEIRG Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,733
| Closed | -$474K | – | 45 |
|
|
2023
Q2 | $474K | Hold |
3,733
| – | – | 0.09% | 100 |
|
|
2023
Q1 | $482K | Hold |
3,733
| – | – | 0.08% | 105 |
|
|
2022
Q4 | $490K | Buy |
3,733
+1
| +0% | +$131 | 0.09% | 106 |
|
|
2022
Q3 | $437K | Sell |
3,732
-1,200
| -24% | -$141K | 0.09% | 106 |
|
|
2022
Q2 | $580K | Buy |
4,932
+100
| +2% | +$11.8K | 0.13% | 98 |
|
|
2022
Q1 | $630K | Buy |
4,832
+1,101
| +30% | +$144K | 0.12% | 93 |
|
|
2021
Q4 | $569K | Buy |
+3,731
| New | +$569K | 0.11% | 80 |
|