Braver Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-302,712
| Closed | -$14.9M | – | 86 |
|
|
2015
Q3 | $14.9M | Buy |
302,712
+86,151
| +40% | +$4.25M | 3.71% | 8 |
|
|
2015
Q2 | $12.6M | Sell |
216,561
-5,781
| -3% | -$337K | 3.07% | 9 |
|
|
2015
Q1 | $12.8M | Sell |
222,342
-22,608
| -9% | -$1.3M | 2.62% | 12 |
|
|
2014
Q4 | $12.4M | Buy |
+244,950
| New | +$12.4M | 2.53% | 11 |
|
|
2014
Q3 | – | Sell |
-144,153
| Closed | -$6.49M | – | 79 |
|
|
2014
Q2 | $6.49M | Sell |
144,153
-8,061
| -5% | -$363K | 1.68% | 13 |
|
|
2014
Q1 | $6.43M | Buy |
+152,214
| New | +$6.43M | 1.84% | 14 |
|