SWA
Sax Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,525
| Closed | -$233K | – | 180 |
|
|
2021
Q4 | $233K | Hold |
1,525
| – | – | 0.05% | 161 |
|
|
2021
Q3 | $247K | Hold |
1,525
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $250K | Hold |
1,525
| – | – | 0.09% | 132 |
|
|
2021
Q1 | $230K | Buy |
1,525
+125
| +9% | +$18.9K | 0.08% | 129 |
|
|
2020
Q4 | $212K | Buy |
+1,400
| New | +$212K | 0.1% | 120 |
|