CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $53.5K | Hold |
1,040
| – | – | 0.03% | 266 |
|
|
2016
Q4 | $49.3K | Buy |
1,040
+6
| +0.6% | +$285 | 0.03% | 272 |
|
|
2016
Q3 | $52K | Hold |
1,034
| – | – | 0.03% | 260 |
|
|
2016
Q2 | $52.2K | Buy |
1,034
+10
| +1% | +$504 | 0.03% | 260 |
|
|
2016
Q1 | $49.3K | Buy |
1,024
+2
| +0.2% | +$96 | 0.03% | 291 |
|
|
2015
Q4 | $52.4K | Buy |
1,022
+18
| +2% | +$923 | 0.03% | 293 |
|
|
2015
Q3 | $49.4K | Hold |
1,004
| – | – | 0.03% | 293 |
|
|
2015
Q2 | $54.5K | Buy |
1,004
+8
| +0.8% | +$435 | 0.03% | 295 |
|
|
2015
Q1 | $53.7K | Sell |
996
-324
| -25% | -$17.5K | 0.03% | 296 |
|
|
2014
Q4 | $65.7K | Buy |
+1,320
| New | +$65.7K | 0.05% | 211 |
|
|
2014
Q1 | $53.7K | Buy |
+996
| New | +$53.7K | 0.03% | 296 |
|