Belpointe Asset Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,578
| Closed | -$214K | – | 1251 |
|
|
2022
Q2 | $214K | Hold |
5,578
| – | – | 0.01% | 800 |
|
|
2022
Q1 | $244K | Sell |
5,578
-1,297
| -19% | -$56.7K | 0.01% | 824 |
|
|
2021
Q4 | $313K | Hold |
6,875
| – | – | 0.02% | 689 |
|
|
2021
Q3 | $288K | Hold |
6,875
| – | – | 0.02% | 699 |
|
|
2021
Q2 | $286K | Buy |
6,875
+901
| +15% | +$37.5K | 0.02% | 688 |
|
|
2021
Q1 | $231K | Buy |
+5,974
| New | +$231K | 0.02% | 698 |
|