Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,715
| Closed | -$201K | – | 249 |
|
|
2023
Q3 | $201K | Sell |
3,715
-210
| -5% | -$11.3K | 0.06% | 228 |
|
|
2023
Q2 | $217K | Sell |
3,925
-255
| -6% | -$14.1K | 0.06% | 222 |
|
|
2023
Q1 | $228K | Buy |
+4,180
| New | +$228K | 0.07% | 217 |
|
|
2021
Q2 | – | Sell |
-4,220
| Closed | -$213K | – | 290 |
|
|
2021
Q1 | $213K | Buy |
+4,220
| New | +$213K | 0.04% | 271 |
|