Carolina Wealth Advisors’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-65
Closed -$2K 289
2022
Q2
$2K Hold
65
﹤0.01% 242
2022
Q1
$2K Hold
65
﹤0.01% 254
2021
Q4
$2K Hold
65
﹤0.01% 253
2021
Q3
$2K Hold
65
﹤0.01% 249
2021
Q2
$2K Hold
65
﹤0.01% 266
2021
Q1
$2K Hold
65
﹤0.01% 289
2020
Q4
$2K Hold
65
﹤0.01% 224
2020
Q3
$2K Buy
+65
New +$1.97K ﹤0.01% 206

Carolina Wealth Advisors's IEIH Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of iShares Evolved U.S. Innovative Healthcare ETF (IEIH) in Q3 2022, closing a stake of 65 shares — an estimated $2K sold.

Carolina Wealth Advisors first reported a position in IEIH in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 0 funds tracked by Wall St. Rank hold IEIH as of Q3 2022.

  • Carolina Wealth Advisors reported no remaining iShares Evolved U.S. Innovative Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 65 iShares Evolved U.S. Innovative Healthcare ETF shares in Q3 2022, an estimated $2K.
  • Carolina Wealth Advisors first reported a position in iShares Evolved U.S. Innovative Healthcare ETF in Q3 2020 and held it in 8 quarters.
  • Carolina Wealth Advisors's iShares Evolved U.S. Innovative Healthcare ETF position peaked at $2K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Innovative Healthcare ETF as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.