West Coast Financial’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 | – | Sell |
-3,000
| Closed | -$384K | – | 59 |
|
|
2025
Q1 | $384K | Hold |
3,000
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $397K | Hold |
3,000
| – | – | 0.04% | 117 |
|
|
2024
Q3 | $437K | Hold |
3,000
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $412K | Hold |
3,000
| – | – | 0.05% | 108 |
|
|
2024
Q1 | $412K | Buy |
3,000
+600
| +25% | +$82.3K | 0.05% | 104 |
|
|
2023
Q4 | $326K | Hold |
2,400
| – | – | 0.04% | 118 |
|
|
2023
Q3 | $293K | Hold |
2,400
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $305K | Buy |
+2,400
| New | +$305K | 0.04% | 123 |
|