WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $320K | Buy |
3,096
+1,467
| +90% | +$152K | 0.07% | 276 |
|
|
2017
Q1 | $159K | Sell |
1,629
-846
| -34% | -$82.6K | 0.04% | 383 |
|
|
2016
Q4 | $219K | Sell |
2,475
-11,925
| -83% | -$1.06M | 0.05% | 358 |
|
|
2016
Q3 | $1.39M | Buy |
14,400
+819
| +6% | +$79K | 0.35% | 78 |
|
|
2016
Q2 | $1.17M | Buy |
13,581
+1,029
| +8% | +$88.3K | 0.31% | 82 |
|
|
2016
Q1 | $1.09M | Buy |
12,552
+306
| +2% | +$26.6K | 0.32% | 78 |
|
|
2015
Q4 | $1.38M | Sell |
12,246
-789
| -6% | -$89K | 0.41% | 51 |
|
|
2015
Q3 | $1.32M | Buy |
13,035
+1,866
| +17% | +$189K | 0.41% | 49 |
|
|
2015
Q2 | $1.37M | Sell |
11,169
-2,547
| -19% | -$313K | 0.38% | 56 |
|
|
2015
Q1 | $1.57M | Sell |
13,716
-3,000
| -18% | -$343K | 0.44% | 41 |
|
|
2014
Q4 | $1.69M | Buy |
16,716
+855
| +5% | +$86.4K | 0.34% | 55 |
|
|
2014
Q3 | $1.45M | Sell |
15,861
-180
| -1% | -$16.4K | 0.28% | 78 |
|
|
2014
Q2 | $1.37M | Buy |
16,041
+57
| +0.4% | +$4.88K | 0.26% | 86 |
|
|
2014
Q1 | $1.26M | Buy |
15,984
+1,860
| +13% | +$147K | 0.25% | 87 |
|
|
2013
Q4 | $1.07M | Sell |
14,124
-5,328
| -27% | -$403K | 0.15% | 157 |
|
|
2013
Q3 | $1.36M | Buy |
19,452
+1,239
| +7% | +$86.6K | 0.21% | 120 |
|
|
2013
Q2 | $1.06M | Buy |
+18,213
| New | +$1.06M | 0.18% | 146 |
|