Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-625
| Closed | -$51.5K | – | 415 |
|
|
2023
Q3 | $51.5K | Hold |
625
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $53.1K | Hold |
625
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $52.1K | Hold |
625
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $53.1K | Hold |
625
| – | – | ﹤0.01% | 301 |
|
|
2022
Q3 | $47K | Sell |
625
-625
| -50% | -$47K | ﹤0.01% | 273 |
|
|
2022
Q2 | $101K | Hold |
1,250
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $110K | Hold |
1,250
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $113K | Buy |
+1,250
| New | +$113K | 0.01% | 296 |
|