Stockman Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-2,148
| Closed | -$239K | – | 154 |
|
2017
Q3 | $239K | Hold |
2,148
| – | – | 0.11% | 125 |
|
2017
Q2 | $222K | Sell |
2,148
-1,770
| -45% | -$183K | 0.22% | 105 |
|
2017
Q1 | $383K | Buy |
3,918
+3
| +0.1% | +$293 | 0.22% | 92 |
|
2016
Q4 | $346K | Buy |
3,915
+210
| +6% | +$18.6K | 0.21% | 88 |
|
2016
Q3 | $358K | Buy |
+3,705
| New | +$358K | 0.22% | 86 |
|