West 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
Q4 | – | Sell |
-148
| Closed | -$21.5K | – | 216 |
|
|
2024
Q3 | $21.5K | Hold |
148
| – | – | ﹤0.01% | 125 |
|
|
2024
Q2 | $20.3K | Hold |
148
| – | – | ﹤0.01% | 107 |
|
|
2024
Q1 | $20.3K | Hold |
148
| – | – | ﹤0.01% | 106 |
|
|
2023
Q4 | $20.1K | Hold |
148
| – | – | ﹤0.01% | 105 |
|
|
2023
Q3 | $18.1K | Hold |
148
| – | – | ﹤0.01% | 113 |
|
|
2023
Q2 | $18.8K | Hold |
148
| – | – | ﹤0.01% | 111 |
|
|
2023
Q1 | $19.1K | Hold |
148
| – | – | 0.01% | 103 |
|
|
2022
Q4 | $19.4K | Hold |
148
| – | – | 0.01% | 100 |
|
|
2022
Q3 | $17K | Hold |
148
| – | – | 0.01% | 128 |
|
|
2022
Q2 | $17K | Hold |
148
| – | – | ﹤0.01% | 118 |
|
|
2022
Q1 | $19K | Hold |
148
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $23K | Buy |
+148
| New | +$23K | 0.01% | 131 |
|