WA
Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,558
| Closed | -$238K | – | 71 |
|
|
2021
Q4 | $238K | Sell |
1,558
-515
| -25% | -$78.7K | 0.08% | 59 |
|
|
2021
Q3 | $323K | Hold |
2,073
| – | – | 0.13% | 50 |
|
|
2021
Q2 | $346K | Sell |
2,073
-370
| -15% | -$61.8K | 0.13% | 49 |
|
|
2021
Q1 | $370K | Sell |
2,443
-557
| -19% | -$84.4K | 0.15% | 48 |
|
|
2020
Q4 | $455K | Buy |
3,000
+1,093
| +57% | +$166K | 0.2% | 42 |
|
|
2020
Q3 | $270K | Buy |
+1,907
| New | +$270K | 0.13% | 49 |
|