CPA
Clear Perspective Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-350
| Closed | -$52K | – | 500 |
|
|
2018
Q1 | $52K | Sell |
350
-450
| -56% | -$66.9K | 0.04% | 236 |
|
|
2017
Q4 | $124K | Hold |
800
| – | – | 0.09% | 168 |
|
|
2017
Q3 | $125K | Sell |
800
-150
| -16% | -$23.4K | 0.1% | 166 |
|
|
2017
Q2 | $147K | Hold |
950
| – | – | 0.12% | 143 |
|
|
2017
Q1 | $143K | Sell |
950
-75
| -7% | -$11.3K | 0.09% | 143 |
|
|
2016
Q4 | $145K | Buy |
+1,025
| New | +$145K | 0.1% | 142 |
|