Secure Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,839
Closed -$413K 326
2024
Q3
$413K Buy
2,839
+9
+0.3% +$1.31K 0.07% 206
2024
Q2
$388K Buy
2,830
+968
+52% +$133K 0.07% 187
2024
Q1
$255K Sell
1,862
-865
-32% -$119K 0.06% 200
2023
Q4
$371K Sell
2,727
-132
-5% -$17.9K 0.1% 148
2023
Q3
$350K Buy
+2,859
New +$350K 0.1% 145
2021
Q2
Sell
-2,785
Closed -$419K 195
2021
Q1
$419K Buy
+2,785
New +$419K 0.23% 97