CIC Wealth’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
Q3 | – | Sell |
-3,420
| Closed | -$210K | – | 179 |
|
|
2024
Q2 | $210K | Sell |
3,420
-2,565
| -43% | -$157K | 0.06% | 154 |
|
|
2024
Q1 | $370K | Sell |
5,985
-4,615
| -44% | -$286K | 0.11% | 111 |
|
|
2023
Q4 | $607K | Buy |
10,600
+230
| +2% | +$13.2K | 0.19% | 87 |
|
|
2023
Q3 | $560K | Buy |
10,370
+1,045
| +11% | +$56.4K | 0.2% | 88 |
|
|
2023
Q2 | $523K | Buy |
9,325
+295
| +3% | +$16.5K | 0.18% | 89 |
|
|
2023
Q1 | $493K | Sell |
9,030
-1,045
| -10% | -$57.1K | 0.19% | 90 |
|
|
2022
Q4 | $572K | Buy |
+10,075
| New | +$572K | 0.24% | 84 |
|