SOA 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
Q2 | $73.7K | Sell |
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|
2025
Q1 | $98.3K | Sell |
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|
2024
Q4 | $105K | Hold |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $96.5K | Hold |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $118K | Hold |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $155K | Sell |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $143K | Sell |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $135K | Buy |
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