Concord Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$8.67K | – | 880 |
|
|
2023
Q4 | $8.67K | Sell |
100
-100
| -50% | -$8.67K | ﹤0.01% | 582 |
|
|
2023
Q3 | $16.5K | Hold |
200
| – | – | ﹤0.01% | 540 |
|
|
2023
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $16.7K | Hold |
200
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 554 |
|