WLPWM
Walled Lake Planning & Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-128
| Closed | -$21K | – | 195 |
|
|
2021
Q3 | $21K | Buy |
128
+1
| +0.8% | +$164 | 0.01% | 216 |
|
|
2021
Q2 | $21K | Hold |
127
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $19K | Buy |
127
+42
| +49% | +$6.28K | 0.01% | 198 |
|
|
2020
Q4 | $13K | Hold |
85
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $12K | Buy |
85
+4
| +5% | +$565 | 0.01% | 206 |
|
|
2020
Q2 | $11K | Hold |
81
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $9K | Hold |
81
| – | – | 0.01% | 194 |
|
|
2019
Q4 | $10K | Buy |
+81
| New | +$10K | 0.01% | 202 |
|