Cedar Brook Financial Partners’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
Q2 | – | Sell |
-12,081
| Closed | -$748K | – | 227 |
|
|
2024
Q1 | $748K | Buy |
12,081
+2,406
| +25% | +$149K | 0.15% | 159 |
|
|
2023
Q4 | $571K | Buy |
+9,675
| New | +$571K | 0.13% | 173 |
|
|
2021
Q1 | – | Sell |
-12,200
| Closed | -$600K | – | 336 |
|
|
2020
Q4 | $600K | Buy |
12,200
+210
| +2% | +$10.3K | 0.21% | 118 |
|
|
2020
Q3 | $545K | Buy |
11,990
+1,105
| +10% | +$50.2K | 0.21% | 128 |
|
|
2020
Q2 | $470K | Buy |
10,885
+1,185
| +12% | +$51.2K | 0.21% | 135 |
|
|
2020
Q1 | $364K | Sell |
9,700
-3,545
| -27% | -$133K | 0.2% | 146 |
|
|
2019
Q4 | $571K | Buy |
13,245
+320
| +2% | +$13.8K | 0.24% | 121 |
|
|
2019
Q3 | $489K | Buy |
12,925
+1,020
| +9% | +$38.6K | 0.22% | 146 |
|
|
2019
Q2 | $465K | Buy |
11,905
+3,695
| +45% | +$144K | 0.21% | 151 |
|
|
2019
Q1 | $318K | Buy |
+8,210
| New | +$318K | 0.15% | 192 |
|