Plotkin Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,521
| Closed | -$246K | – | 97 |
|
|
2021
Q3 | $246K | Hold |
1,521
| – | – | 0.15% | 78 |
|
|
2021
Q2 | $249K | Sell |
1,521
-225
| -13% | -$36.8K | 0.14% | 84 |
|
|
2021
Q1 | $263K | Hold |
1,746
| – | – | 0.16% | 61 |
|
|
2020
Q4 | $264K | Sell |
1,746
-459
| -21% | -$69.5K | 0.17% | 54 |
|
|
2020
Q3 | $299K | Buy |
2,205
+347
| +19% | +$47K | 0.33% | 50 |
|
|
2020
Q2 | $254K | Buy |
+1,858
| New | +$254K | 0.22% | 52 |
|