TrinityPoint Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$750K Sell
2024
Q3
$841K Buy
2024
Q2
$793K Sell
2024
Q1
$808K Sell
2023
Q4
$802K Sell
2023
Q3
$761K Sell
2023
Q2
$804K Buy
2023
Q1
$348K Sell
2022
Q4
$355K Buy
2022
Q3
$288K Hold
2022
Q2
$290K Sell
2022
Q1
$404K Hold
2021
Q4
$473K Hold
2021
Q3
$501K Buy
2021
Q1
Sell
2020
Q4
$200K Buy