SVWAG
Sound View Wealth Advisors Group’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
6,393
-80
| -1% | -$10.1K | 0.06% | 213 |
|
|
2025
Q1 | $828K | Sell |
6,473
-324
| -5% | -$41.4K | 0.07% | 198 |
|
|
2024
Q4 | $899K | Buy |
6,797
+335
| +5% | +$44.3K | 0.07% | 192 |
|
|
2024
Q3 | $941K | Buy |
6,462
+820
| +15% | +$119K | 0.08% | 182 |
|
|
2024
Q2 | $774K | Sell |
5,642
-62
| -1% | -$8.51K | 0.08% | 183 |
|
|
2024
Q1 | $783K | Sell |
5,704
-867
| -13% | -$119K | 0.08% | 187 |
|
|
2023
Q4 | $893K | Buy |
6,571
+798
| +14% | +$108K | 0.1% | 174 |
|
|
2023
Q3 | $706K | Sell |
5,773
-56
| -1% | -$6.85K | 0.09% | 181 |
|
|
2023
Q2 | $740K | Sell |
5,829
-176
| -3% | -$22.3K | 0.1% | 180 |
|
|
2023
Q1 | $776K | Sell |
6,005
-566
| -9% | -$73.1K | 0.11% | 172 |
|
|
2022
Q4 | $893K | Buy |
6,571
+2,567
| +64% | +$349K | 0.1% | 174 |
|
|
2022
Q3 | $468K | Sell |
4,004
-19
| -0.5% | -$2.22K | 0.11% | 169 |
|
|
2022
Q2 | $473K | Buy |
4,023
+65
| +2% | +$7.64K | 0.1% | 173 |
|
|
2022
Q1 | $516K | Buy |
3,958
+1,465
| +59% | +$191K | 0.1% | 169 |
|
|
2021
Q4 | $381K | Buy |
2,493
+19
| +0.8% | +$2.9K | 0.07% | 205 |
|
|
2021
Q3 | $400K | Buy |
2,474
+55
| +2% | +$8.89K | 0.08% | 195 |
|
|
2021
Q2 | $396K | Buy |
2,419
+27
| +1% | +$4.42K | 0.08% | 198 |
|
|
2021
Q1 | $360K | Buy |
2,392
+440
| +23% | +$66.2K | 0.08% | 188 |
|
|
2020
Q4 | $296K | Sell |
1,952
-289
| -13% | -$43.8K | 0.07% | 206 |
|
|
2020
Q3 | $303K | Buy |
2,241
+12
| +0.5% | +$1.62K | 0.08% | 187 |
|
|
2020
Q2 | $305K | Sell |
2,229
-86
| -4% | -$11.8K | 0.09% | 184 |
|
|
2020
Q1 | $249K | Buy |
2,315
+3
| +0.1% | +$323 | 0.09% | 180 |
|
|
2019
Q4 | $279K | Sell |
2,312
-259
| -10% | -$31.3K | 0.08% | 199 |
|
|
2019
Q3 | $256K | Sell |
2,571
-58
| -2% | -$5.78K | 0.08% | 212 |
|
|
2019
Q2 | $287K | Buy |
+2,629
| New | +$287K | 0.08% | 203 |
|