Regent Peak Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $275K | Buy |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $253K | Buy |
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