SYM Financial Corp’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 | $16.1K | Hold |
127
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $16.2K | Sell |
127
-303
| -70% | -$38.8K | ﹤0.01% | 330 |
|
|
2024
Q4 | $56.9K | Buy |
430
+303
| +239% | +$40.1K | 0.01% | 278 |
|
|
2024
Q3 | $18.5K | Hold |
127
| – | – | ﹤0.01% | 246 |
|
|
2024
Q2 | $17.4K | Hold |
127
| – | – | ﹤0.01% | 232 |
|
|
2024
Q1 | $17.4K | Sell |
127
-300
| -70% | -$41.2K | ﹤0.01% | 148 |
|
|
2023
Q4 | $58K | Buy |
427
+300
| +236% | +$40.8K | 0.01% | 132 |
|
|
2023
Q3 | $15.5K | Hold |
127
| – | – | ﹤0.01% | 153 |
|
|
2023
Q2 | $16.1K | Hold |
127
| – | – | ﹤0.01% | 96 |
|
|
2023
Q1 | $16.4K | Sell |
127
-110
| -46% | -$14.2K | ﹤0.01% | 88 |
|
|
2022
Q4 | $31.1K | Buy |
237
+110
| +87% | +$14.4K | 0.01% | 91 |
|
|
2022
Q3 | $15K | Hold |
127
| – | – | 0.01% | 87 |
|
|
2022
Q2 | $15K | Hold |
127
| – | – | 0.01% | 94 |
|
|
2022
Q1 | $17K | Hold |
127
| – | – | 0.01% | 97 |
|
|
2021
Q4 | $19K | Hold |
127
| – | – | 0.01% | 93 |
|
|
2021
Q3 | $21K | Hold |
127
| – | – | 0.01% | 95 |
|
|
2021
Q2 | $21K | Hold |
127
| – | – | 0.01% | 79 |
|
|
2021
Q1 | $19K | Buy |
+127
| New | +$19K | 0.01% | 73 |
|
|
2020
Q4 | – | Sell |
-34
| Closed | -$5K | – | 81 |
|
|
2020
Q3 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 70 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$2K | – | 66 |
|
|
2019
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 71 |
|
|
2019
Q1 | – | Sell |
-350
| Closed | -$34K | – | 71 |
|
|
2018
Q4 | $34K | Sell |
350
-17
| -5% | -$1.65K | 0.01% | 64 |
|
|
2018
Q3 | $45K | Hold |
367
| – | – | 0.03% | 65 |
|
|
2018
Q2 | $40K | Buy |
+367
| New | +$40K | 0.02% | 54 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$64K | – | 64 |
|
|
2017
Q4 | $64K | Buy |
+600
| New | +$64K | 0.03% | 53 |
|