CIG
Cascade Investment Group’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,500
| Closed | -$279K | – | 140 |
|
|
2024
Q1 | $279K | Buy |
4,500
+3,600
| +400% | +$223K | 0.21% | 113 |
|
|
2023
Q4 | $258K | Hold |
900
| – | – | 0.21% | 110 |
|
|
2023
Q3 | $243K | Hold |
900
| – | – | 0.23% | 99 |
|
|
2023
Q2 | $252K | Hold |
900
| – | – | 0.23% | 100 |
|
|
2023
Q1 | $246K | Hold |
900
| – | – | 0.24% | 102 |
|
|
2022
Q4 | $255K | Buy |
+900
| New | +$255K | 0.27% | 97 |
|