Atria Wealth Solutions’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,150
| Closed | -$214K | – | 1968 |
|
|
2024
Q1 | $214K | Sell |
3,150
-6,984
| -69% | -$474K | ﹤0.01% | 1769 |
|
|
2023
Q4 | $626K | Buy |
10,134
+870
| +9% | +$53.8K | 0.01% | 1087 |
|
|
2023
Q3 | $549K | Sell |
9,264
-12,120
| -57% | -$719K | 0.01% | 1086 |
|
|
2023
Q2 | $1.28M | Buy |
21,384
+6,225
| +41% | +$372K | 0.02% | 739 |
|
|
2023
Q1 | $886K | Buy |
15,159
+3,444
| +29% | +$201K | 0.01% | 841 |
|
|
2022
Q4 | $727K | Sell |
11,715
-1,383
| -11% | -$85.8K | 0.01% | 900 |
|
|
2022
Q3 | $740K | Sell |
13,098
-52,233
| -80% | -$2.95M | 0.01% | 830 |
|
|
2022
Q2 | $4.17M | Buy |
65,331
+56,913
| +676% | +$3.64M | 0.08% | 249 |
|
|
2022
Q1 | $545K | Buy |
+8,418
| New | +$545K | 0.01% | 1020 |
|