CPA
Clear Perspective Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,100
| Closed | -$516K | – | 156 |
|
|
2020
Q4 | $516K | Hold |
2,100
| – | – | 0.21% | 82 |
|
|
2020
Q3 | $524 | Hold |
2,100
| – | – | 0.25% | 75 |
|
|
2020
Q2 | $453K | Hold |
2,100
| – | – | 0.25% | 74 |
|
|
2020
Q1 | $394K | Hold |
2,100
| – | – | 0.26% | 73 |
|
|
2019
Q4 | $453K | Hold |
2,100
| – | – | 0.28% | 84 |
|
|
2019
Q3 | $397K | Hold |
2,100
| – | – | 0.18% | 96 |
|
|
2019
Q2 | $410K | Hold |
2,100
| – | – | 0.26% | 91 |
|
|
2019
Q1 | $407K | Hold |
2,100
| – | – | 0.29% | 90 |
|
|
2018
Q4 | $380K | Hold |
2,100
| – | – | 0.32% | 90 |
|
|
2018
Q3 | $426K | Hold |
2,100
| – | – | 0.32% | 93 |
|
|
2018
Q2 | $374K | Hold |
2,100
| – | – | 0.26% | 100 |
|
|
2018
Q1 | $362K | Hold |
2,100
| – | – | 0.27% | 94 |
|
|
2017
Q4 | $366K | Hold |
2,100
| – | – | 0.28% | 91 |
|
|
2017
Q3 | $361K | Hold |
2,100
| – | – | 0.29% | 89 |
|
|
2017
Q2 | $349K | Hold |
2,100
| – | – | 0.29% | 84 |
|
|
2017
Q1 | $327K | Hold |
2,100
| – | – | 0.22% | 89 |
|
|
2016
Q4 | $303K | Buy |
+2,100
| New | +$303K | 0.2% | 104 |
|