YorkBridge Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-581
| Closed | -$63K | – | 391 |
|
|
2019
Q2 | $63K | Sell |
581
-900
| -61% | -$97.6K | 0.03% | 346 |
|
|
2019
Q1 | $166K | Sell |
1,481
-30
| -2% | -$3.36K | 0.08% | 187 |
|
|
2018
Q4 | $146K | Hold |
1,511
| – | – | 0.08% | 184 |
|
|
2018
Q3 | $183K | Sell |
1,511
-117
| -7% | -$14.2K | 0.08% | 178 |
|
|
2018
Q2 | $179K | Hold |
1,628
| – | – | 0.08% | 192 |
|
|
2018
Q1 | $174K | Hold |
1,628
| – | – | 0.08% | 194 |
|
|
2017
Q4 | $174K | Sell |
1,628
-16
| -1% | -$1.71K | 0.08% | 189 |
|
|
2017
Q3 | $183K | Buy |
1,644
+405
| +33% | +$45.1K | 0.09% | 185 |
|
|
2017
Q2 | $128K | Sell |
1,239
-105
| -8% | -$10.8K | 0.07% | 222 |
|
|
2017
Q1 | $134K | Buy |
1,344
+855
| +175% | +$85.2K | 0.07% | 205 |
|
|
2016
Q4 | $46K | Buy |
+489
| New | +$46K | 0.03% | 365 |
|