Wealth Enhancement Advisory Services’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 | $4.83M | Sell |
37,161
-4,760
| -11% | -$619K | 0.01% | 910 |
|
2025
Q1 | $5.36M | Buy |
41,921
+1,160
| +3% | +$148K | 0.01% | 810 |
|
2024
Q4 | $5.39M | Buy |
40,761
+8,342
| +26% | +$1.1M | 0.01% | 775 |
|
2024
Q3 | $4.72M | Sell |
32,419
-2,643
| -8% | -$385K | 0.01% | 743 |
|
2024
Q2 | $4.81M | Sell |
35,062
-4,905
| -12% | -$673K | 0.01% | 704 |
|
2024
Q1 | $5.48M | Buy |
39,967
+2,523
| +7% | +$346K | 0.01% | 636 |
|
2023
Q4 | $5.09M | Sell |
37,444
-1,587
| -4% | -$216K | 0.01% | 608 |
|
2023
Q3 | $4.77M | Buy |
+39,031
| New | +$4.77M | 0.02% | 593 |
|