WealthShield Partners’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 | $5.44K | Hold |
43
| – | – | ﹤0.01% | 508 |
|
2025
Q1 | $5.5K | Sell |
43
-145
| -77% | -$18.5K | ﹤0.01% | 492 |
|
2024
Q4 | $24.9K | Sell |
188
-75
| -29% | -$9.92K | ﹤0.01% | 410 |
|
2024
Q3 | $38.3K | Hold |
263
| – | – | 0.01% | 396 |
|
2024
Q2 | $36.1K | Hold |
263
| – | – | 0.01% | 370 |
|
2024
Q1 | $36.1K | Sell |
263
-400
| -60% | -$54.9K | 0.01% | 361 |
|
2023
Q4 | $90.1K | Buy |
663
+24
| +4% | +$3.26K | 0.01% | 328 |
|
2023
Q3 | $78.2K | Hold |
639
| – | – | 0.01% | 353 |
|
2023
Q2 | $81.1K | Hold |
639
| – | – | 0.01% | 355 |
|
2023
Q1 | $82.5K | Buy |
+639
| New | +$82.5K | 0.01% | 351 |
|
2020
Q4 | – | Sell |
-191
| Closed | -$26K | – | 331 |
|
2020
Q3 | $26K | Buy |
191
+71
| +59% | +$9.67K | 0.01% | 325 |
|
2020
Q2 | $16K | Buy |
+120
| New | +$16K | 0.01% | 282 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 292 |
|
2019
Q4 | – | Sell |
-25
| Closed | -$2K | – | 276 |
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 255 |
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 252 |
|
2018
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 231 |
|
2018
Q1 | – | Sell |
-207
| Closed | -$23K | – | 246 |
|
2017
Q4 | $23K | Buy |
+207
| New | +$23K | 0.01% | 173 |
|