Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,880
| Closed | -$931K | – | 386 |
|
|
2021
Q3 | $931K | Buy |
+16,880
| New | +$931K | 0.2% | 124 |
|
|
2020
Q1 | – | Sell |
-7,155
| Closed | -$309K | – | 345 |
|
|
2019
Q4 | $309K | Buy |
+7,155
| New | +$309K | 0.06% | 255 |
|
|
2018
Q1 | – | Sell |
-1,835
| Closed | -$67K | – | 830 |
|
|
2017
Q4 | $67K | Buy |
+1,835
| New | +$67K | 0.02% | 588 |
|