Ashton Thomas Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-807
| Closed | -$49.4K | – | 1241 |
|
2024
Q2 | $49.4K | Buy |
+807
| New | +$49.4K | ﹤0.01% | 915 |
|
2023
Q2 | – | Sell |
-11,225
| Closed | -$613K | – | 581 |
|
2023
Q1 | $613K | Buy |
11,225
+850
| +8% | +$46.4K | 0.05% | 333 |
|
2022
Q4 | $589K | Buy |
+10,375
| New | +$589K | 0.06% | 325 |
|
2022
Q3 | – | Sell |
-9,620
| Closed | -$517K | – | 469 |
|
2022
Q2 | $517K | Buy |
+9,620
| New | +$517K | 0.06% | 311 |
|
2022
Q1 | – | Sell |
-4,270
| Closed | -$257K | – | 482 |
|
2021
Q4 | $257K | Buy |
+4,270
| New | +$257K | 0.02% | 407 |
|
2021
Q3 | – | Sell |
-3,885
| Closed | -$212K | – | 371 |
|
2021
Q2 | $212K | Buy |
+3,885
| New | +$212K | 0.03% | 318 |
|