Stonebridge Financial Planning Group’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,205
Closed -$421K 125
2022
Q4
$421K Buy
3,205
+162
+5% +$21.3K 0.28% 90
2022
Q3
$356K Buy
+3,043
New +$356K 0.25% 90