Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,239
| Closed | -$211K | – | 640 |
|
|
2024
Q3 | $211K | Buy |
+3,239
| New | +$211K | 0.01% | 720 |
|
|
2024
Q1 | – | Sell |
-3,600
| Closed | -$206K | – | 708 |
|
|
2023
Q4 | $206K | Buy |
3,600
+750
| +26% | +$42.9K | 0.01% | 616 |
|
|
2023
Q3 | $154K | Sell |
2,850
-100
| -3% | -$5.4K | 0.01% | 611 |
|
|
2023
Q2 | $165K | Sell |
2,950
-175
| -6% | -$9.81K | 0.01% | 556 |
|
|
2023
Q1 | $171K | Buy |
3,125
+810
| +35% | +$44.2K | 0.01% | 501 |
|
|
2022
Q4 | $131K | Buy |
+2,315
| New | +$131K | 0.01% | 538 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$32K | – | 622 |
|
|
2020
Q3 | $32K | Buy |
+700
| New | +$32K | 0.01% | 565 |
|