Belpointe Asset 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
Q2 | – | Sell |
-9,225
| Closed | -$504K | – | 1984 |
|
|
2023
Q1 | $504K | Sell |
9,225
-80
| -0.9% | -$4.37K | 0.03% | 567 |
|
|
2022
Q4 | $528K | Sell |
9,305
-5
| -0.1% | -$284 | 0.03% | 512 |
|
|
2022
Q3 | $471K | Buy |
9,310
+465
| +5% | +$23.5K | 0.03% | 527 |
|
|
2022
Q2 | $477K | Sell |
8,845
-1,380
| -13% | -$74.4K | 0.03% | 506 |
|
|
2022
Q1 | $590K | Sell |
10,225
-100
| -1% | -$5.77K | 0.04% | 490 |
|
|
2021
Q4 | $621K | Sell |
10,325
-235
| -2% | -$14.1K | 0.04% | 455 |
|
|
2021
Q3 | $583K | Buy |
10,560
+620
| +6% | +$34.2K | 0.04% | 465 |
|
|
2021
Q2 | $542K | Buy |
9,940
+65
| +0.7% | +$3.54K | 0.04% | 475 |
|
|
2021
Q1 | $499K | Sell |
9,875
-450
| -4% | -$22.7K | 0.04% | 441 |
|
|
2020
Q4 | $508K | Buy |
10,325
+1,275
| +14% | +$62.7K | 0.05% | 399 |
|
|
2020
Q3 | $411K | Buy |
9,050
+30
| +0.3% | +$1.36K | 0.05% | 365 |
|
|
2020
Q2 | $389K | Sell |
9,020
-370
| -4% | -$16K | 0.05% | 348 |
|
|
2020
Q1 | $353K | Buy |
9,390
+225
| +2% | +$8.46K | 0.06% | 301 |
|
|
2019
Q4 | $395K | Sell |
9,165
-335
| -4% | -$14.4K | 0.05% | 367 |
|
|
2019
Q3 | $359K | Sell |
9,500
-400
| -4% | -$15.1K | 0.06% | 355 |
|
|
2019
Q2 | $387K | Buy |
+9,900
| New | +$387K | 0.08% | 278 |
|
|
2019
Q1 | – | Sell |
-11,185
| Closed | -$404K | – | 507 |
|
|
2018
Q4 | $404K | Sell |
11,185
-1,415
| -11% | -$51.1K | 0.1% | 213 |
|
|
2018
Q3 | $511K | Buy |
+12,600
| New | +$511K | 0.08% | 256 |
|
|
2018
Q1 | – | Sell |
-11,835
| Closed | -$412K | – | 417 |
|
|
2017
Q4 | $412K | Buy |
11,835
+2,895
| +32% | +$101K | 0.09% | 276 |
|
|
2017
Q3 | $307K | Buy |
+8,940
| New | +$307K | 0.07% | 311 |
|