Advisory Alpha’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,100
| Closed | -$143K | – | 374 |
|
|
2020
Q3 | $143K | Sell |
3,100
-1,675
| -35% | -$77.3K | 0.03% | 115 |
|
|
2020
Q2 | $220K | Sell |
4,775
-3,450
| -42% | -$159K | 0.05% | 105 |
|
|
2020
Q1 | $346K | Hold |
8,225
| – | – | 0.1% | 63 |
|
|
2019
Q4 | $357K | Sell |
8,225
-850
| -9% | -$36.9K | 0.09% | 91 |
|
|
2019
Q3 | $338K | Sell |
9,075
-725
| -7% | -$27K | 0.1% | 78 |
|
|
2019
Q2 | $379K | Sell |
9,800
-2,625
| -21% | -$102K | 0.13% | 70 |
|
|
2019
Q1 | $465K | Sell |
12,425
-800
| -6% | -$30K | 0.17% | 62 |
|
|
2018
Q4 | $500K | Buy |
+13,225
| New | +$500K | 0.24% | 47 |
|