B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $270 | Buy |
+5,020
| New | +$270 | ﹤0.01% | 562 |
|
|
2020
Q2 | – | Sell |
-5,910
| Closed | -$222K | – | 496 |
|
|
2020
Q1 | $222K | Buy |
+5,910
| New | +$222K | 0.02% | 416 |
|
|
2019
Q1 | – | Sell |
-7,970
| Closed | -$288K | – | 412 |
|
|
2018
Q4 | $288K | Sell |
7,970
-470
| -6% | -$17K | 0.06% | 252 |
|
|
2018
Q3 | $342K | Buy |
+8,440
| New | +$342K | 0.08% | 200 |
|
|
2015
Q3 | – | Sell |
-1,455
| Closed | -$46K | – | 470 |
|
|
2015
Q2 | $46K | Hold |
1,455
| – | – | 0.04% | 429 |
|
|
2015
Q1 | $44K | Buy |
+1,455
| New | +$44K | 0.03% | 428 |
|
|
2014
Q3 | – | Sell |
-115
| Closed | -$2K | – | 1113 |
|
|
2014
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 1032 |
|
|
2014
Q1 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 958 |
|