Private Wealth Advisors (Pennsylvania)’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.8M | Buy |
18,483
+7,980
| +76% | +$1.21M | 1.6% | 17 |
|
|
2020
Q3 | $1.42M | Buy |
10,503
+6,419
| +157% | +$869K | 0.91% | 28 |
|
|
2020
Q2 | $558K | Buy |
4,084
+1,595
| +64% | +$218K | 0.38% | 51 |
|
|
2020
Q1 | $301K | Buy |
2,489
+610
| +32% | +$73.8K | 0.23% | 76 |
|
|
2019
Q4 | $220K | Sell |
1,879
-225
| -11% | -$26.3K | 0.12% | 120 |
|
|
2019
Q3 | $209K | Sell |
2,104
-237
| -10% | -$23.5K | 0.11% | 130 |
|
|
2019
Q2 | $255K | Buy |
2,341
+315
| +16% | +$34.3K | 0.09% | 127 |
|
|
2019
Q1 | $227K | Buy |
+2,026
| New | +$227K | 0.08% | 126 |
|
|
2018
Q4 | – | Sell |
-1,826
| Closed | -$223K | – | 130 |
|
|
2018
Q3 | $223K | Hold |
1,826
| – | – | 0.08% | 128 |
|
|
2018
Q2 | $201K | Buy |
+1,826
| New | +$201K | 0.08% | 123 |
|