Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$5K | – | 443 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $6K | Sell |
100
-170
| -63% | -$10.2K | ﹤0.01% | 536 |
|
|
2021
Q3 | $15K | Hold |
270
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $15K | Buy |
270
+155
| +135% | +$8.61K | ﹤0.01% | 603 |
|
|
2021
Q1 | $6K | Hold |
115
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 512 |
|
|
2020
Q1 | $5K | Buy |
115
+15
| +15% | +$652 | ﹤0.01% | 451 |
|
|
2019
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 546 |
|