Clear Perspective Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,500	Closed	-$516K	–	156
2020 Q4	$516K	Hold	10,500	–	–	0.21%	82
2020 Q3	$524	Hold	10,500	–	–	0.25%	75
2020 Q2	$453K	Hold	10,500	–	–	0.25%	74
2020 Q1	$394K	Hold	10,500	–	–	0.26%	73
2019 Q4	$453K	Hold	10,500	–	–	0.28%	84
2019 Q3	$397K	Hold	10,500	–	–	0.18%	96
2019 Q2	$410K	Hold	10,500	–	–	0.26%	91
2019 Q1	$407K	Hold	10,500	–	–	0.29%	90
2018 Q4	$380K	Hold	10,500	–	–	0.32%	90
2018 Q3	$426K	Hold	10,500	–	–	0.32%	93
2018 Q2	$374K	Hold	10,500	–	–	0.26%	100
2018 Q1	$362K	Hold	10,500	–	–	0.27%	94
2017 Q4	$366K	Hold	10,500	–	–	0.28%	91
2017 Q3	$361K	Hold	10,500	–	–	0.29%	89
2017 Q2	$349K	Hold	10,500	–	–	0.29%	84
2017 Q1	$327K	Hold	10,500	–	–	0.22%	89
2016 Q4	$303K	Buy	+10,500	New	+$304K	0.2%	104