Avantax Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,194
| Closed | -$200K | – | 2405 |
|
|
2025
Q1 | $200K | Sell |
2,194
-412
| -16% | -$37.6K | ﹤0.01% | 2104 |
|
|
2024
Q4 | $224K | Buy |
2,606
+157
| +6% | +$13.5K | ﹤0.01% | 1985 |
|
|
2024
Q3 | $240K | Sell |
2,449
-294
| -11% | -$28.9K | ﹤0.01% | 1905 |
|
|
2024
Q2 | $255K | Buy |
2,743
+355
| +15% | +$33K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $222K | Buy |
+2,388
| New | +$222K | ﹤0.01% | 1484 |
|
|
2023
Q4 | – | Sell |
-6,083
| Closed | -$501K | – | 1627 |
|
|
2023
Q3 | $501K | Buy |
6,083
+758
| +14% | +$62.5K | 0.01% | 945 |
|
|
2023
Q2 | $453K | Buy |
5,325
+739
| +16% | +$62.8K | 0.01% | 981 |
|
|
2023
Q1 | $382K | Buy |
4,586
+119
| +3% | +$9.92K | ﹤0.01% | 1026 |
|
|
2022
Q4 | $379K | Buy |
+4,467
| New | +$379K | 0.01% | 991 |
|
|
2020
Q4 | – | Sell |
-6,508
| Closed | -$466K | – | 1145 |
|
|
2020
Q3 | $466K | Buy |
+6,508
| New | +$466K | 0.01% | 819 |
|