Paladin Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-407
| Closed | -$52.1K | – | 255 |
|
2025
Q1 | $52.1K | Hold |
407
| – | – | 0.04% | 146 |
|
2024
Q4 | $53.8K | Hold |
407
| – | – | 0.04% | 149 |
|
2024
Q3 | $59.3K | Hold |
407
| – | – | 0.04% | 142 |
|
2024
Q2 | $55.7K | Hold |
407
| – | – | 0.04% | 141 |
|
2024
Q1 | $55.7K | Hold |
407
| – | – | 0.04% | 137 |
|
2023
Q4 | $55.3K | Hold |
407
| – | – | 0.05% | 135 |
|
2023
Q3 | $49.8K | Sell |
407
-74
| -15% | -$9.05K | 0.04% | 146 |
|
2023
Q2 | $61.1K | Hold |
481
| – | – | 0.05% | 144 |
|
2023
Q1 | $62.1K | Buy |
+481
| New | +$62.1K | 0.05% | 142 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 99 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 98 |
|
2022
Q2 | – | Sell |
-823
| Closed | -$109K | – | 99 |
|
2022
Q1 | $109K | Buy |
+823
| New | +$109K | 0.09% | 127 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 95 |
|