Cassady Schiller Wealth Management’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 | $2.91K | Hold |
50
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $3.25K | Hold |
50
| – | – | ﹤0.01% | 366 |
|
|
2024
Q2 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 371 |
|
|
2024
Q1 | $3.1K | Hold |
50
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $2.86K | Hold |
50
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $2.7K | Hold |
50
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $2.8K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $2.73K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $2.84K | Buy |
+50
| New | +$2.84K | ﹤0.01% | 396 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$15K | – | 354 |
|
|
2021
Q4 | $15K | Buy |
+250
| New | +$15K | 0.01% | 292 |
|