SWM
Selective Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$140K | – | 388 |
|
|
2022
Q3 | $140K | Hold |
1,200
| – | – | 0.06% | 167 |
|
|
2022
Q2 | $141K | Hold |
1,200
| – | – | 0.05% | 183 |
|
|
2022
Q1 | $156K | Hold |
1,200
| – | – | 0.06% | 159 |
|
|
2021
Q4 | $183K | Hold |
1,200
| – | – | 0.07% | 132 |
|
|
2021
Q3 | $194K | Hold |
1,200
| – | – | 0.1% | 108 |
|
|
2021
Q2 | $196K | Buy |
+1,200
| New | +$196K | 0.16% | 71 |
|