Surevest’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,406
| Closed | -$290K | – | 116 |
|
|
2019
Q4 | $290K | Sell |
2,406
-882
| -27% | -$106K | 0.12% | 120 |
|
|
2019
Q3 | $327K | Sell |
3,288
-1,081
| -25% | -$108K | 0.16% | 108 |
|
|
2019
Q2 | $477K | Sell |
4,369
-7,787
| -64% | -$850K | 0.25% | 104 |
|
|
2019
Q1 | $1.36M | Sell |
12,156
-1,254
| -9% | -$140K | 0.84% | 38 |
|
|
2018
Q4 | $1.29M | Buy |
+13,410
| New | +$1.29M | 1.02% | 35 |
|