CWA
Constellation Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,768
| Closed | -$238K | – | 184 |
|
|
2014
Q3 | $238K | Sell |
1,768
-5,007
| -74% | -$674K | 0.02% | 186 |
|
|
2014
Q2 | $869K | Sell |
6,775
-40,717
| -86% | -$5.22M | 0.1% | 107 |
|
|
2014
Q1 | $5.84M | Buy |
47,492
+17,012
| +56% | +$2.09M | 0.57% | 53 |
|
|
2013
Q4 | $3.55M | Buy |
30,480
+4,649
| +18% | +$542K | 0.34% | 72 |
|
|
2013
Q3 | $2.76M | Buy |
+25,831
| New | +$2.76M | 0.31% | 79 |
|