WKWM
BBC icon

Walter & Keenan Wealth Management’s Virtus LifeSci Biotech Clinical Trials ETF BBC Stock Holding History

Walter & Keenan Wealth Management’s Portfolio BBC Stock Details BBC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,300
Closed -$252 – 156
2018
Q3 		$252 Sell
7,300
-4,000
-35% -$138 0.08% 142
2018
Q2 		$369K Buy
11,300
+500
+5% +$16.3K 0.16% 113
2018
Q1 		$1.83M Buy
+10,800
New +$1.83M 0.79% 40