WOSD
WFA of San Diego’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15K | Buy |
+17
| New | +$2.15K | ﹤0.01% | 393 |
|
|
2024
Q3 | $2.62K | Sell |
18
-12
| -40% | -$1.75K | ﹤0.01% | 350 |
|
|
2024
Q2 | $4.12K | Buy |
+30
| New | +$4.12K | ﹤0.01% | 327 |
|
|
2023
Q3 | $3.67K | Hold |
30
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $3.81K | Buy |
+30
| New | +$3.81K | ﹤0.01% | 321 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$3.94K | – | 216 |
|
|
2022
Q4 | $3.94K | Buy |
+30
| New | +$3.94K | ﹤0.01% | 419 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$4K | – | 210 |
|
|
2022
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 333 |
|