Commonwealth Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $388K | Buy |
12,505
+12,195
| +3,934% | +$378K | 0.42% | 27 |
|
|
2016
Q4 | $9K | Hold |
310
| – | – | 0.01% | 183 |
|
|
2016
Q3 | $9K | Hold |
310
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $9K | Sell |
310
-2,550
| -89% | -$74K | 0.01% | 182 |
|
|
2016
Q1 | $80K | Hold |
2,860
| – | – | 0.12% | 65 |
|
|
2015
Q4 | $86K | Sell |
2,860
-725
| -20% | -$21.8K | 0.29% | 59 |
|
|
2015
Q3 | $100K | Sell |
3,585
-31,480
| -90% | -$878K | 0.12% | 60 |
|
|
2015
Q2 | $1.11M | Sell |
35,065
-70,625
| -67% | -$2.24M | 1.21% | 5 |
|
|
2015
Q1 | $3.26M | Buy |
105,690
+4,235
| +4% | +$131K | 2.87% | 5 |
|
|
2014
Q4 | $2.93M | Buy |
+101,455
| New | +$2.93M | 2.62% | 7 |
|