Carroll Financial 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 | $87K | Hold |
1,455
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $80K | Hold |
1,455
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $79K | Hold |
1,455
| – | – | ﹤0.01% | 655 |
|
|
2021
Q1 | $73K | Hold |
1,455
| – | – | ﹤0.01% | 663 |
|
|
2020
Q4 | $71K | Hold |
1,455
| – | – | ﹤0.01% | 601 |
|
|
2020
Q3 | $66K | Buy |
1,455
+230
| +19% | +$10.4K | 0.01% | 576 |
|
|
2020
Q2 | $52K | Sell |
1,225
-790
| -39% | -$33.5K | ﹤0.01% | 644 |
|
|
2020
Q1 | $75K | Hold |
2,015
| – | – | 0.01% | 480 |
|
|
2019
Q4 | $87K | Sell |
2,015
-90
| -4% | -$3.89K | 0.01% | 533 |
|
|
2019
Q3 | $79K | Sell |
2,105
-255
| -11% | -$9.57K | 0.01% | 550 |
|
|
2019
Q2 | $92K | Hold |
2,360
| – | – | 0.01% | 510 |
|
|
2019
Q1 | $91K | Buy |
2,360
+320
| +16% | +$12.3K | 0.01% | 468 |
|
|
2018
Q4 | $74K | Hold |
2,040
| – | – | 0.01% | 432 |
|
|
2018
Q3 | $82K | Buy |
2,040
+5
| +0.2% | +$201 | 0.01% | 433 |
|
|
2018
Q2 | $72K | Hold |
2,035
| – | – | 0.01% | 443 |
|
|
2018
Q1 | $70K | Sell |
2,035
-80
| -4% | -$2.75K | 0.01% | 440 |
|
|
2017
Q4 | $73K | Sell |
2,115
-460
| -18% | -$15.9K | 0.01% | 423 |
|
|
2017
Q3 | $89K | Buy |
2,575
+5
| +0.2% | +$173 | 0.01% | 394 |
|
|
2017
Q2 | $85K | Hold |
2,570
| – | – | 0.01% | 407 |
|
|
2017
Q1 | $80K | Hold |
2,570
| – | – | 0.01% | 397 |
|
|
2016
Q4 | $74K | Sell |
2,570
-1,020
| -28% | -$29.4K | 0.01% | 397 |
|
|
2016
Q3 | $107K | Buy |
3,590
+175
| +5% | +$5.22K | 0.02% | 327 |
|
|
2016
Q2 | $101K | Buy |
3,415
+950
| +39% | +$28.1K | 0.02% | 327 |
|
|
2016
Q1 | $69K | Buy |
2,465
+90
| +4% | +$2.52K | 0.01% | 379 |
|
|
2015
Q4 | $71K | Hold |
2,375
| – | – | 0.01% | 341 |
|
|
2015
Q3 | $68K | Buy |
2,375
+1,275
| +116% | +$36.5K | 0.02% | 339 |
|
|
2015
Q2 | $35K | Buy |
1,100
+625
| +132% | +$19.9K | 0.01% | 437 |
|
|
2015
Q1 | $15K | Buy |
+475
| New | +$15K | 0.01% | 467 |
|