SPWG
Sage Private Wealth Group’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-155
| Closed | -$18K | – | 110 |
|
|
2022
Q3 | $18K | Hold |
155
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $18K | Buy |
155
+1
| +0.6% | +$116 | 0.03% | 119 |
|
|
2022
Q1 | $20K | Hold |
154
| – | – | 0.02% | 119 |
|
|
2021
Q4 | $23K | Sell |
154
-1
| -0.6% | -$149 | 0.03% | 114 |
|
|
2021
Q3 | $25K | Hold |
155
| – | – | 0.03% | 109 |
|
|
2021
Q2 | $25K | Hold |
155
| – | – | 0.03% | 105 |
|
|
2021
Q1 | $23K | Buy |
155
+1
| +0.6% | +$148 | 0.04% | 113 |
|
|
2020
Q4 | $23K | Buy |
+154
| New | +$23K | 0.06% | 101 |
|