Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,205
| Closed | -$333K | – | 144 |
|
|
2018
Q4 | $333K | Buy |
9,205
+1,970
| +27% | +$71.3K | 0.07% | 93 |
|
|
2018
Q3 | $294K | Buy |
+7,235
| New | +$294K | 0.07% | 101 |
|
|
2017
Q4 | – | Sell |
-11,555
| Closed | -$397K | – | 131 |
|
|
2017
Q3 | $397K | Buy |
+11,555
| New | +$397K | 0.11% | 64 |
|
|
2017
Q2 | – | Sell |
-12,635
| Closed | -$393K | – | 95 |
|
|
2017
Q1 | $393K | Buy |
+12,635
| New | +$393K | 0.13% | 55 |
|