Concord Wealth Partners’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
Q3
Sell
-67
Closed -$4.08K 984
2024
Q2
$4.08K Buy
+67
New +$4.08K ﹤0.01% 598
2023
Q1
Sell
-20
Closed -$1.14K 1118
2022
Q4
$1.14K Buy
+20
New +$1.14K ﹤0.01% 1039