Avidian Wealth Enterprises’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 | $866K | Buy |
10,064
+64
| +0.6% | +$5.51K | 0.04% | 225 |
|
|
2025
Q1 | $912K | Buy |
10,000
+391
| +4% | +$35.7K | 0.04% | 208 |
|
|
2024
Q4 | $826K | Sell |
9,609
-304
| -3% | -$26.1K | 0.04% | 216 |
|
|
2024
Q3 | $973K | Buy |
9,913
+23
| +0.2% | +$2.26K | 0.04% | 194 |
|
|
2024
Q2 | $918K | Sell |
9,890
-805
| -8% | -$74.7K | 0.04% | 187 |
|
|
2024
Q1 | $996K | Sell |
10,695
-839
| -7% | -$78.2K | 0.05% | 156 |
|
|
2023
Q4 | $1M | Sell |
11,534
-311
| -3% | -$27K | 0.06% | 167 |
|
|
2023
Q3 | $976K | Buy |
11,845
+283
| +2% | +$23.3K | 0.07% | 161 |
|
|
2023
Q2 | $983K | Buy |
11,562
+4,217
| +57% | +$358K | 0.06% | 178 |
|
|
2023
Q1 | $612K | Buy |
7,345
+258
| +4% | +$21.5K | 0.03% | 264 |
|
|
2022
Q4 | $602K | Buy |
7,087
+48
| +0.7% | +$4.07K | 0.04% | 251 |
|
|
2022
Q3 | $530K | Sell |
7,039
-655
| -9% | -$49.3K | 0.04% | 228 |
|
|
2022
Q2 | $624K | Sell |
7,694
-727
| -9% | -$59K | 0.04% | 233 |
|
|
2022
Q1 | $738K | Buy |
8,421
+529
| +7% | +$46.4K | 0.05% | 231 |
|
|
2021
Q4 | $713K | Buy |
+7,892
| New | +$713K | 0.04% | 234 |
|