Charter Oak Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-555
| Closed | -$63K | – | 518 |
|
|
2022
Q2 | $63K | Hold |
555
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $63K | Hold |
555
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $63K | Hold |
555
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $63K | Hold |
555
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $63K | Hold |
555
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $63K | Hold |
555
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $63K | Buy |
+555
| New | +$63K | 0.01% | 266 |
|