Pathstone Family Office’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.82M Buy
2023
Q2
$671K Buy
2022
Q4
Sell
2022
Q3
$789K Buy
2021
Q1
Sell
2020
Q4
$47K Buy
2020
Q3
Sell
2020
Q2
$40K Hold
2020
Q1
$31K Hold
2019
Q4
$349K Buy
2015
Q4
Sell
2015
Q3
$5K Buy
2013
Q4
Sell
2013
Q3
$16K Buy