Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,185
| Closed | -$609K | – | 727 |
|
|
2016
Q3 | $609K | Sell |
20,185
-5,930
| -23% | -$179K | 0.07% | 337 |
|
|
2016
Q2 | $773K | Buy |
26,115
+17,445
| +201% | +$516K | 0.1% | 252 |
|
|
2016
Q1 | $243K | Sell |
8,670
-450
| -5% | -$12.6K | 0.03% | 532 |
|
|
2015
Q4 | $274K | Buy |
+9,120
| New | +$274K | 0.04% | 497 |
|
|
2015
Q3 | – | Sell |
-36,890
| Closed | -$1.18M | – | 711 |
|
|
2015
Q2 | $1.18M | Buy |
+36,890
| New | +$1.18M | 0.15% | 169 |
|
|
2014
Q4 | – | Sell |
-24,350
| Closed | -$655K | – | 643 |
|
|
2014
Q3 | $655K | Buy |
24,350
+3,305
| +16% | +$88.9K | 0.09% | 213 |
|
|
2014
Q2 | $520K | Sell |
21,045
-31,660
| -60% | -$782K | 0.06% | 267 |
|
|
2014
Q1 | $1.29M | Buy |
52,705
+5,405
| +11% | +$132K | 0.16% | 94 |
|
|
2013
Q4 | $1.1M | Buy |
47,300
+13,125
| +38% | +$305K | 0.14% | 116 |
|
|
2013
Q3 | $735K | Buy |
+34,175
| New | +$735K | 0.1% | 181 |
|