Belpointe Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,940
Closed -$195K 1881
2023
Q1
$195K Sell
3,940
-2,550
-39% -$126K 0.01% 954
2022
Q4
$347K Buy
6,490
+110
+2% +$5.89K 0.02% 673
2022
Q3
$326K Sell
6,380
-140
-2% -$7.15K 0.02% 659
2022
Q2
$334K Buy
6,520
+70
+1% +$3.59K 0.02% 633
2022
Q1
$365K Sell
6,450
-375
-5% -$21.2K 0.02% 643
2021
Q4
$396K Sell
6,825
-20
-0.3% -$1.16K 0.02% 600
2021
Q3
$351K Buy
6,845
+395
+6% +$20.3K 0.02% 629
2021
Q2
$344K Buy
6,450
+1,000
+18% +$53.3K 0.02% 624
2021
Q1
$275K Sell
5,450
-2,500
-31% -$126K 0.02% 625
2020
Q4
$373K Buy
7,950
+5,050
+174% +$237K 0.03% 484
2020
Q3
$117K Sell
2,900
-425
-13% -$17.1K 0.01% 719
2020
Q2
$128K Sell
3,325
-75
-2% -$2.89K 0.02% 652
2020
Q1
$113K Buy
+3,400
New +$113K 0.02% 578