Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.69K | – | 1073 |
|
|
2023
Q2 | $1.69K | Buy |
+30
| New | +$1.69K | ﹤0.01% | 866 |
|
|
2023
Q1 | – | Sell |
-10,195
| Closed | -$579K | – | 1056 |
|
|
2022
Q4 | $579K | Buy |
10,195
+135
| +1% | +$7.67K | 0.05% | 130 |
|
|
2022
Q3 | $509K | Buy |
10,060
+40
| +0.4% | +$2.02K | 0.05% | 122 |
|
|
2022
Q2 | $539K | Buy |
+10,020
| New | +$539K | 0.05% | 118 |
|
|
2018
Q1 | – | Sell |
-165
| Closed | -$6K | – | 696 |
|
|
2017
Q4 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 412 |
|
|
2013
Q3 | – | Sell |
-1,255
| Closed | -$25K | – | 132 |
|
|
2013
Q2 | $25K | Buy |
+1,255
| New | +$25K | 0.01% | 140 |
|