Sowell Financial Services’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $323K | Sell |
2,550
-304
| -11% | -$38.5K | 0.01% | 753 |
|
2025
Q1 | $365K | Buy |
+2,854
| New | +$365K | 0.02% | 683 |
|
2023
Q2 | – | Sell |
-3,126
| Closed | -$404K | – | 670 |
|
2023
Q1 | $404K | Buy |
+3,126
| New | +$404K | 0.03% | 493 |
|
2021
Q2 | – | Sell |
-1,571
| Closed | -$233K | – | 1518 |
|
2021
Q1 | $233K | Buy |
1,571
+18
| +1% | +$2.67K | 0.01% | 969 |
|
2020
Q4 | $235K | Buy |
1,553
+43
| +3% | +$6.51K | 0.01% | 783 |
|
2020
Q3 | $205K | Sell |
1,510
-1,061
| -41% | -$144K | 0.01% | 718 |
|
2020
Q2 | $351K | Buy |
2,571
+1,455
| +130% | +$199K | 0.02% | 551 |
|
2020
Q1 | $120K | Buy |
1,116
+29
| +3% | +$3.12K | 0.01% | 791 |
|
2019
Q4 | $131K | Hold |
1,087
| – | – | 0.01% | 832 |
|
2019
Q3 | $108K | Buy |
+1,087
| New | +$108K | 0.01% | 804 |
|
2017
Q1 | – | Sell |
-450
| Closed | -$44K | – | 404 |
|
2016
Q4 | $44K | Buy |
+450
| New | +$44K | 0.01% | 355 |
|