Wealth Management Associates’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,432
| Closed | -$219K | – | 193 |
|
|
2021
Q4 | $219K | Hold |
1,432
| – | – | 0.12% | 181 |
|
|
2021
Q3 | $232K | Buy |
+1,432
| New | +$232K | 0.14% | 168 |
|
|
2021
Q2 | – | Sell |
-1,342
| Closed | -$202K | – | 204 |
|
|
2021
Q1 | $202K | Buy |
+1,342
| New | +$202K | 0.13% | 179 |
|
|
2020
Q4 | – | Sell |
-1,492
| Closed | -$202K | – | 180 |
|
|
2020
Q3 | $202K | Sell |
1,492
-78
| -5% | -$10.6K | 0.16% | 150 |
|
|
2020
Q2 | $215K | Buy |
+1,570
| New | +$215K | 0.18% | 130 |
|