Beck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,540
| Closed | -$269K | – | 155 |
|
|
2015
Q3 | $269K | Sell |
9,540
-950
| -9% | -$26.8K | 0.19% | 84 |
|
|
2015
Q2 | $333K | Buy |
10,490
+1,615
| +18% | +$51.3K | 0.18% | 105 |
|
|
2015
Q1 | $274K | Sell |
8,875
-475
| -5% | -$14.7K | 0.16% | 116 |
|
|
2014
Q4 | $269K | Sell |
9,350
-3,500
| -27% | -$101K | 0.16% | 120 |
|
|
2014
Q3 | $342K | Hold |
12,850
| – | – | 0.24% | 109 |
|
|
2014
Q2 | $330K | Sell |
12,850
-375
| -3% | -$9.63K | 0.22% | 114 |
|
|
2014
Q1 | $328K | Sell |
13,225
-75
| -0.6% | -$1.86K | 0.25% | 109 |
|
|
2013
Q4 | $312K | Buy |
+13,300
| New | +$312K | 0.25% | 105 |
|