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Cypress Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-1,875
Closed -$260K 199
2016
Q1
$260K Hold
1,875
0.12% 151
2015
Q4
$281K Buy
1,875
+347
+23% +$52K 0.14% 133
2015
Q3
$214K Buy
+1,528
New +$214K 0.12% 163