Clear Point Advisors’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
Q4
Sell
-312
Closed -$20.3K 333
2024
Q3
$20.3K Buy
312
+2
+0.6% +$130 0.02% 280
2024
Q2
$19K Hold
310
0.02% 273
2024
Q1
$19.2K Hold
310
0.02% 278
2023
Q4
$17.7K Buy
+310
New +$17.7K 0.02% 276