BWA
BDO Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $180K | Hold |
644
| – | – | 0.02% | 274 |
|
|
2023
Q1 | $176K | Sell |
644
-21
| -3% | -$5.73K | 0.02% | 261 |
|
|
2022
Q4 | $189K | Sell |
665
-35
| -5% | -$9.93K | 0.02% | 267 |
|
|
2022
Q3 | $177K | Buy |
700
+250
| +56% | +$63.2K | 0.02% | 262 |
|
|
2022
Q2 | $121K | Hold |
450
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $130K | Hold |
450
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $135K | Hold |
450
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $124K | Hold |
450
| – | – | 0.01% | 334 |
|
|
2021
Q2 | $123K | Hold |
450
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $114K | Sell |
450
-642
| -59% | -$163K | 0.01% | 344 |
|
|
2020
Q4 | $269K | Buy |
1,092
+1
| +0.1% | +$246 | 0.04% | 211 |
|
|
2020
Q3 | $248K | Sell |
1,091
-124
| -10% | -$28.2K | 0.04% | 199 |
|
|
2020
Q2 | $262K | Hold |
1,215
| – | – | 0.05% | 192 |
|
|
2020
Q1 | $228K | Buy |
1,215
+124
| +11% | +$23.3K | 0.05% | 192 |
|
|
2019
Q4 | $235K | Hold |
1,091
| – | – | 0.06% | 178 |
|
|
2019
Q3 | $206K | Hold |
1,091
| – | – | 0.05% | 189 |
|
|
2019
Q2 | $213K | Buy |
1,091
+796
| +270% | +$155K | 0.06% | 184 |
|
|
2019
Q1 | $57K | Hold |
295
| – | – | 0.02% | 270 |
|
|
2018
Q4 | $53K | Hold |
295
| – | – | 0.02% | 255 |
|
|
2018
Q3 | $60K | Hold |
295
| – | – | 0.02% | 269 |
|
|
2018
Q2 | $53K | Hold |
295
| – | – | 0.02% | 290 |
|
|
2018
Q1 | $51K | Sell |
295
-175
| -37% | -$30.3K | 0.02% | 250 |
|
|
2017
Q4 | $82K | Hold |
470
| – | – | 0.04% | 166 |
|
|
2017
Q3 | $81K | Sell |
470
-125
| -21% | -$21.5K | 0.04% | 151 |
|
|
2017
Q2 | $99K | Buy |
+595
| New | +$99K | 0.04% | 175 |
|