CWA
Continuum Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
3,271
| – | – | 0.14% | 49 |
|
|
2025
Q1 | $298K | Hold |
3,271
| – | – | 0.15% | 43 |
|
|
2024
Q4 | $281K | Hold |
3,271
| – | – | 0.14% | 47 |
|
|
2024
Q3 | $321K | Hold |
3,271
| – | – | 0.17% | 46 |
|
|
2024
Q2 | $304K | Hold |
3,271
| – | – | 0.16% | 45 |
|
|
2024
Q1 | $305K | Sell |
3,271
-1,427
| -30% | -$133K | 0.17% | 49 |
|
|
2023
Q4 | $407K | Hold |
4,698
| – | – | 0.26% | 28 |
|
|
2023
Q3 | $387K | Hold |
4,698
| – | – | 0.27% | 30 |
|
|
2023
Q2 | $399K | Sell |
4,698
-192
| -4% | -$16.3K | 0.28% | 29 |
|
|
2023
Q1 | $408K | Sell |
4,890
-121
| -2% | -$10.1K | 0.33% | 22 |
|
|
2022
Q4 | $425K | Buy |
+5,011
| New | +$425K | 0.42% | 24 |
|