Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
36,711
-2,199
| -6% | -$189K | 0.78% | 33 |
|
|
2025
Q1 | $3.55M | Sell |
38,910
-4,559
| -10% | -$416K | 0.98% | 29 |
|
|
2024
Q4 | $3.74M | Sell |
43,469
-3,915
| -8% | -$337K | 1.02% | 29 |
|
|
2024
Q3 | $4.65M | Sell |
47,384
-5,300
| -10% | -$520K | 1.35% | 27 |
|
|
2024
Q2 | $4.89M | Sell |
52,684
-6,645
| -11% | -$617K | 1.58% | 22 |
|
|
2024
Q1 | $5.53M | Sell |
59,329
-2,492
| -4% | -$232K | 1.87% | 17 |
|
|
2023
Q4 | $5.36M | Sell |
61,821
-1,131
| -2% | -$98.1K | 2.03% | 16 |
|
|
2023
Q3 | $5.19M | Buy |
62,952
+474
| +0.8% | +$39.1K | 2.35% | 13 |
|
|
2023
Q2 | $5.31M | Buy |
62,478
+605
| +1% | +$51.4K | 2.38% | 13 |
|
|
2023
Q1 | $5.16M | Buy |
61,873
+861
| +1% | +$71.8K | 2.63% | 12 |
|
|
2022
Q4 | $5.18M | Sell |
61,012
-234
| -0.4% | -$19.9K | 2.98% | 10 |
|
|
2022
Q3 | $4.61M | Buy |
61,246
+1,010
| +2% | +$76.1K | 2.78% | 12 |
|
|
2022
Q2 | $4.89M | Buy |
60,236
+834
| +1% | +$67.7K | 2.8% | 11 |
|
|
2022
Q1 | $5.2M | Buy |
59,402
+1,489
| +3% | +$130K | 2.47% | 14 |
|
|
2021
Q4 | $5.23M | Buy |
57,913
+1,766
| +3% | +$160K | 2.43% | 13 |
|
|
2021
Q3 | $4.7M | Buy |
56,147
+2,583
| +5% | +$216K | 2.31% | 14 |
|
|
2021
Q2 | $4.45M | Buy |
53,564
+3,347
| +7% | +$278K | 2.31% | 12 |
|
|
2021
Q1 | $3.87M | Buy |
50,217
+2,273
| +5% | +$175K | 2.21% | 12 |
|
|
2020
Q4 | $3.67M | Buy |
47,944
+1,441
| +3% | +$110K | 2.22% | 14 |
|
|
2020
Q3 | $3.34M | Sell |
46,503
-519
| -1% | -$37.3K | 2.39% | 13 |
|
|
2020
Q2 | $3.23M | Buy |
47,022
+3,019
| +7% | +$208K | 2.55% | 13 |
|
|
2020
Q1 | $2.68M | Sell |
44,003
-320
| -0.7% | -$19.5K | 2.79% | 13 |
|
|
2019
Q4 | $3.05M | Buy |
+44,323
| New | +$3.05M | 2.56% | 13 |
|