Cary Street Partners Investment Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,659
| Closed | -$340K | – | 773 |
|
|
2024
Q2 | $340K | Buy |
+3,659
| New | +$340K | 0.01% | 555 |
|
|
2023
Q4 | – | Sell |
-99
| Closed | -$8.16K | – | 1233 |
|
|
2023
Q3 | $8.16K | Hold |
99
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q2 | $8.41K | Hold |
99
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q1 | $8.25K | Hold |
99
| – | – | ﹤0.01% | 1197 |
|
|
2022
Q4 | $8.4K | Buy |
+99
| New | +$8.4K | ﹤0.01% | 1199 |
|