Cornerstone Planning Group’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
Q1
Sell
-105
Closed -$6.01K 1155
2023
Q4
$6.01K Sell
105
-75
-42% -$4.29K ﹤0.01% 505
2023
Q3
$9.72K Buy
180
+10
+6% +$540 ﹤0.01% 426
2023
Q2
$9.53K Buy
+170
New +$9.53K ﹤0.01% 685
2022
Q4
$14.2K Buy
+255
New +$14.2K 0.01% 535