Ballew Advisors’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
Q4 | – | Sell |
-4,500
| Closed | -$229K | – | 101 |
|
2022
Q3 | $229K | Hold |
4,500
| – | – | 0.21% | 85 |
|
2022
Q2 | $240K | Hold |
4,500
| – | – | 0.22% | 80 |
|
2022
Q1 | $264K | Buy |
+4,500
| New | +$264K | 0.2% | 89 |
|
2018
Q4 | – | Sell |
-690
| Closed | -$26K | – | 282 |
|
2018
Q3 | $26K | Hold |
690
| – | – | 0.02% | 217 |
|
2018
Q2 | $25K | Hold |
690
| – | – | 0.03% | 220 |
|
2018
Q1 | $24K | Buy |
+690
| New | +$24K | 0.02% | 224 |
|