Carson Wealth (CWM LLC)’s iShares US Pharmaceuticals ETF IHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
264
-63
| -19% | -$4.06K | ﹤0.01% | 3998 |
|
|
2025
Q1 | $23K | Buy |
327
+83
| +34% | +$5.84K | ﹤0.01% | 3564 |
|
|
2024
Q4 | $16K | Sell |
244
-29
| -11% | -$1.9K | ﹤0.01% | 3586 |
|
|
2024
Q3 | $19K | Buy |
273
+99
| +57% | +$6.89K | ﹤0.01% | 3390 |
|
|
2024
Q2 | $12K | Sell |
174
-222
| -56% | -$15.3K | ﹤0.01% | 3431 |
|
|
2024
Q1 | $27K | Hold |
396
| – | – | ﹤0.01% | 2705 |
|
|
2023
Q4 | $24K | Buy |
396
+132
| +50% | +$8K | ﹤0.01% | 2655 |
|
|
2023
Q3 | $16K | Sell |
264
-48
| -15% | -$2.91K | ﹤0.01% | 2831 |
|
|
2023
Q2 | $19K | Sell |
312
-6
| -2% | -$365 | ﹤0.01% | 2671 |
|
|
2023
Q1 | $19K | Sell |
318
-3
| -0.9% | -$179 | ﹤0.01% | 2540 |
|
|
2022
Q4 | $20K | Sell |
321
-75
| -19% | -$4.67K | ﹤0.01% | 2362 |
|
|
2022
Q3 | $22K | Buy |
396
+246
| +164% | +$13.7K | ﹤0.01% | 2160 |
|
|
2022
Q2 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 2581 |
|
|
2019
Q1 | – | Sell |
-378
| Closed | -$18K | – | 3062 |
|
|
2018
Q4 | $18K | Buy |
+378
| New | +$18K | ﹤0.01% | 1172 |
|