Baldwin Wealth Partners’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
2024 Q4	–	Sell	-649	Closed	-$63.7K	–	639
2024 Q3	$63.7K	Hold	649	–	–	﹤0.01%	499
2024 Q2	$60.3K	Hold	649	–	–	﹤0.01%	321
2024 Q1	$60.5K	Hold	649	–	–	﹤0.01%	346
2023 Q4	$56.3K	Hold	649	–	–	﹤0.01%	365
2023 Q3	$53.5K	Hold	649	–	–	﹤0.01%	386
2023 Q2	$55.2K	Buy	649 +449	+225%	+$38.2K	﹤0.01%	399
2023 Q1	$16.7K	Hold	200	–	–	﹤0.01%	566
2022 Q4	$17K	Hold	200	–	–	﹤0.01%	556
2022 Q3	$15K	Hold	200	–	–	﹤0.01%	475
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	492
2022 Q1	$18K	Hold	200	–	–	﹤0.01%	487
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	460
2021 Q3	$17K	Hold	200	–	–	﹤0.01%	468
2021 Q2	$17K	Hold	200	–	–	﹤0.01%	483
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	484
2020 Q4	$15K	Hold	200	–	–	﹤0.01%	425
2020 Q3	$14K	Hold	200	–	–	﹤0.01%	414
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	412
2020 Q1	$12K	Hold	200	–	–	﹤0.01%	414
2019 Q4	$14K	Hold	200	–	–	﹤0.01%	435
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	441
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	434
2019 Q1	$12K	Hold	200	–	–	﹤0.01%	436
2018 Q4	$11K	Hold	200	–	–	﹤0.01%	427
2018 Q3	$13K	Hold	200	–	–	﹤0.01%	441
2018 Q2	$11K	Hold	200	–	–	﹤0.01%	449
2018 Q1	$11K	Hold	200	–	–	﹤0.01%	428
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	414
2017 Q3	$11K	Hold	200	–	–	﹤0.01%	407
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	421
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	426
2016 Q4	$9K	Hold	200	–	–	﹤0.01%	451
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	451
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	395
2016 Q1	$10K	Buy	+200	New	+$10K	﹤0.01%	414