CFS Investment Advisory Services’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 | – | Sell |
-3,611
| Closed | -$235K | – | 305 |
|
|
2024
Q3 | $235K | Sell |
3,611
-184
| -5% | -$12K | 0.02% | 277 |
|
|
2024
Q2 | $233K | Buy |
+3,795
| New | +$233K | 0.02% | 241 |
|
|
2023
Q3 | – | Sell |
-13,355
| Closed | -$749K | – | 205 |
|
|
2023
Q2 | $749K | Buy |
+13,355
| New | +$749K | 0.1% | 138 |
|
|
2022
Q3 | – | Sell |
-11,510
| Closed | -$619K | – | 303 |
|
|
2022
Q2 | $619K | Sell |
11,510
-1,930,605
| -99% | -$104M | 0.09% | 153 |
|
|
2022
Q1 | $1K | Buy |
1,942,115
+1,936,930
| +37,356% | +$998 | ﹤0.01% | 357 |
|
|
2021
Q4 | $287K | Buy |
+5,185
| New | +$287K | 0.04% | 195 |
|