CSWM
Cassady Schiller Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59.1K | Hold |
900
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $63.5K | Hold |
900
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $59.7K | Hold |
900
| – | – | 0.02% | 185 |
|
|
2024
Q1 | $61.1K | Buy |
900
+600
| +200% | +$40.7K | 0.03% | 198 |
|
|
2023
Q4 | $55.6K | Hold |
300
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $53.1K | Hold |
300
| – | – | 0.03% | 189 |
|
|
2023
Q2 | $53.7K | Hold |
300
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $52.6K | Hold |
300
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $55.8K | Buy |
+300
| New | +$55.8K | 0.03% | 184 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$60K | – | 336 |
|
|
2021
Q4 | $60K | Buy |
+300
| New | +$60K | 0.04% | 186 |
|