Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,700
| Closed | -$1.26M | – | 232 |
|
|
2022
Q1 | $1.26M | Buy |
21,700
+8,500
| +64% | +$495K | 0.58% | 41 |
|
|
2021
Q4 | $721K | Buy |
+13,200
| New | +$721K | 0.29% | 104 |
|
|
2019
Q3 | – | Sell |
-6,600
| Closed | -$258K | – | 168 |
|
|
2019
Q2 | $258K | Buy |
+6,600
| New | +$258K | 0.29% | 109 |
|
|
2018
Q4 | – | Sell |
-10,040
| Closed | -$387K | – | 57 |
|
|
2018
Q3 | $387K | Sell |
10,040
-1,960
| -16% | -$75.6K | 0.62% | 59 |
|
|
2018
Q2 | $428K | Buy |
12,000
+5,860
| +95% | +$209K | 0.58% | 64 |
|
|
2018
Q1 | $212K | Buy |
+6,140
| New | +$212K | 0.35% | 96 |
|