AWA
Acorn Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-743
| Closed | -$215K | – | 172 |
|
|
2022
Q1 | $215K | Sell |
743
-84
| -10% | -$24.3K | 0.15% | 163 |
|
|
2021
Q4 | $248K | Buy |
827
+4
| +0.5% | +$1.2K | 0.16% | 150 |
|
|
2021
Q3 | $227K | Hold |
823
| – | – | 0.16% | 155 |
|
|
2021
Q2 | $225K | Buy |
823
+2
| +0.2% | +$547 | 0.16% | 151 |
|
|
2021
Q1 | $207K | Buy |
+821
| New | +$207K | 0.15% | 157 |
|
|
2020
Q1 | – | Sell |
-1,193
| Closed | -$257K | – | 118 |
|
|
2019
Q4 | $257K | Sell |
1,193
-56
| -4% | -$12.1K | 0.22% | 99 |
|
|
2019
Q3 | $250K | Buy |
1,249
+144
| +13% | +$28.8K | 0.21% | 101 |
|
|
2019
Q2 | $214K | Sell |
1,105
-175
| -14% | -$33.9K | 0.2% | 112 |
|
|
2019
Q1 | $243K | Hold |
1,280
| – | – | 0.22% | 104 |
|
|
2018
Q4 | $235K | Buy |
1,280
+43
| +3% | +$7.9K | 0.24% | 93 |
|
|
2018
Q3 | $236K | Sell |
1,237
-368
| -23% | -$70.2K | 0.23% | 102 |
|
|
2018
Q2 | $287K | Hold |
1,605
| – | – | 0.24% | 84 |
|
|
2018
Q1 | $283K | Buy |
1,605
+300
| +23% | +$52.9K | 0.24% | 83 |
|
|
2017
Q4 | $233K | Buy |
+1,305
| New | +$233K | 0.21% | 90 |
|