Wells Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-123
| Closed | -$16.9K | – | 105 |
|
|
2024
Q2 | $16.9K | Hold |
123
| – | – | 0.01% | 76 |
|
|
2024
Q1 | $16.9K | Hold |
123
| – | – | 0.01% | 63 |
|
|
2023
Q4 | $16.7K | Hold |
123
| – | – | 0.01% | 59 |
|
|
2023
Q3 | $15K | Hold |
123
| – | – | 0.01% | 60 |
|
|
2023
Q2 | $15.6K | Hold |
123
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $15.9K | Hold |
123
| – | – | 0.01% | 59 |
|
|
2022
Q4 | $16.1K | Hold |
123
| – | – | 0.01% | 58 |
|
|
2022
Q3 | $14K | Hold |
123
| – | – | 0.01% | 59 |
|
|
2022
Q2 | $14K | Hold |
123
| – | – | 0.01% | 53 |
|
|
2022
Q1 | $16K | Hold |
123
| – | – | 0.01% | 54 |
|
|
2021
Q4 | $19K | Hold |
123
| – | – | 0.02% | 58 |
|
|
2021
Q3 | $20K | Hold |
123
| – | – | 0.02% | 57 |
|
|
2021
Q2 | $20K | Hold |
123
| – | – | 0.02% | 58 |
|
|
2021
Q1 | $19K | Hold |
123
| – | – | 0.02% | 57 |
|
|
2020
Q4 | $19K | Buy |
+123
| New | +$19K | 0.02% | 54 |
|