WealthSource Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $439K | Hold |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $497K | Hold |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $673K | Sell |
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|
2019
Q3 | $570K | Sell |
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|
2019
Q2 | $693K | Buy |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $203K | Hold |
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|
2018
Q3 | $257K | Buy |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $549K | Sell |
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|
2017
Q2 | $513K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $229K | Buy |
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|
2016
Q1 | $218K | Buy |
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