WWM
Willingdon Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $218K | Sell |
6,885
-70
| -1% | -$2.22K | 0.05% | 107 |
|
|
2019
Q4 | $294K | Buy |
6,955
+1,084
| +18% | +$45.8K | 0.06% | 114 |
|
|
2019
Q3 | $185K | Buy |
5,871
+441
| +8% | +$13.9K | 0.04% | 127 |
|
|
2019
Q2 | $196K | Buy |
5,430
+247
| +5% | +$8.92K | 0.05% | 124 |
|
|
2019
Q1 | $188K | Buy |
5,183
+473
| +10% | +$17.2K | 0.05% | 129 |
|
|
2018
Q4 | $133K | Sell |
4,710
-490
| -9% | -$13.8K | 0.04% | 143 |
|
|
2018
Q3 | $205K | Buy |
5,200
+2,371
| +84% | +$93.5K | 0.06% | 124 |
|
|
2018
Q2 | $105K | Buy |
2,829
+1,741
| +160% | +$64.6K | 0.03% | 142 |
|
|
2018
Q1 | $37K | Buy |
+1,088
| New | +$37K | 0.01% | 181 |
|