Wellington Shields Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $324K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $39.7K | Buy |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.34M | Hold |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $4.59M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $3.8M | Sell |
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|
2020
Q4 | $4.04M | Sell |
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|
2020
Q3 | $3.65M | Sell |
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|
2020
Q2 | $3.86M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $283K | Sell |
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|
2015
Q3 | $355K | Buy |
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