AP
Advisors Preferred’s iShares US Healthcare ETF IYH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,472
| Closed | -$677K | – | 240 |
|
2024
Q3 | $677K | Buy |
+10,472
| New | +$677K | 0.1% | 90 |
|
2023
Q2 | – | Sell |
-76
| Closed | -$21K | – | 217 |
|
2023
Q1 | $21K | Sell |
76
-129
| -63% | -$35.6K | 0.01% | 146 |
|
2022
Q4 | $57.9K | Buy |
+205
| New | +$57.9K | 0.02% | 119 |
|
2020
Q3 | – | Sell |
-155
| Closed | -$34K | – | 153 |
|
2020
Q2 | $34K | Buy |
+155
| New | +$34K | 0.01% | 123 |
|
2019
Q2 | – | Sell |
-132,407
| Closed | -$25.7M | – | 250 |
|
2019
Q1 | $25.7M | Buy |
+132,407
| New | +$25.7M | 8.12% | 5 |
|
2017
Q4 | – | Sell |
-55,095
| Closed | -$9.47M | – | 233 |
|
2017
Q3 | $9.47M | Buy |
55,095
+18,663
| +51% | +$3.21M | 5.48% | 4 |
|
2017
Q2 | $6.06M | Buy |
+36,432
| New | +$6.06M | 3.33% | 10 |
|
2015
Q2 | – | Sell |
-16,405
| Closed | -$2.53M | – | 249 |
|
2015
Q1 | $2.53M | Buy |
16,405
+1,203
| +8% | +$186K | 1.34% | 19 |
|
2014
Q4 | $2.19M | Buy |
+15,202
| New | +$2.19M | 1.03% | 30 |
|