Oxford Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-691
Closed -$81K 256
2022
Q2
$81K Sell
691
-467
-40% -$54.7K 0.01% 210
2022
Q1
$151K Hold
1,158
0.02% 193
2021
Q4
$177K Buy
1,158
+691
+148% +$106K 0.02% 203
2021
Q3
$76K Buy
+467
New +$76K 0.01% 205