Buckingham Strategic Wealth’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
Q4 | – | Sell |
-3,880
| Closed | -$210K | – | 729 |
|
|
2023
Q3 | $210K | Sell |
3,880
-4,500
| -54% | -$243K | ﹤0.01% | 622 |
|
|
2023
Q2 | $470K | Buy |
8,380
+3,840
| +85% | +$215K | 0.01% | 437 |
|
|
2023
Q1 | $258K | Hold |
4,540
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $258K | Buy |
4,540
+40
| +0.9% | +$2.27K | ﹤0.01% | 513 |
|
|
2022
Q3 | $228K | Sell |
4,500
-250
| -5% | -$12.7K | ﹤0.01% | 522 |
|
|
2022
Q2 | $255K | Hold |
4,750
| – | – | 0.01% | 498 |
|
|
2022
Q1 | $274K | Hold |
4,750
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $285K | Hold |
4,750
| – | – | 0.01% | 488 |
|
|
2021
Q3 | $262K | Buy |
4,750
+250
| +6% | +$13.8K | 0.01% | 494 |
|
|
2021
Q2 | $246K | Hold |
4,500
| – | – | 0.01% | 507 |
|
|
2021
Q1 | $227K | Buy |
+4,500
| New | +$227K | 0.01% | 492 |
|